Cais Capital LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 154512
- Registered since
- March 16, 2011
- Website
- www.caisgroup.com
Firm profile
FINTRXOverview
Cais Capital LLC is organized as a limited liability company and is classified in FINTRX as an insurance broker-dealer. The record lists its ownership as a mix of a domestic entity and an individual. Available attributes indicate the firm does not serve as a capital allocator and is not identified as an active ESG investor, pension consultant, multi-state adviser, or related adviser. There is no advisory fee structure, investment mandate, or client-type detail provided in the dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Matthew Brown
Founder and CEOCRD 2160159
Timothy Shannon
President, Chief Financial OfficerCRD 4461906
Bradley Walker
Chief Client OfficerCRD 5000838
Contacts
3 of 94
Anthony Haidar
Internal Sales DirectorCRD 5691937
Ivan Rella
Senior Vice President, Alternative InvestmentsCRD 5712475
Louis Barbuto
Senior Vice PresidentCRD 5892324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 527 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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