CAS INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- WESTPORT, Connecticut
- CRD number
- 170071
- Registered since
- October 27, 2017
- Website
- www.cliffordsosin.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CAS Investment Partners, LLC is an SEC-registered hedge fund adviser that primarily manages pooled investment vehicles for institutional clients. The firm operates as a limited liability company and delivers portfolio management through structures where it can also act as sponsor, general partner or managing member. Its stated fee model combines a percentage of assets under management with performance-based fees. CAS does not describe itself as an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1CLIFFORD SOSIN
Founder and Portfolio ManagerCRD 5384694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTPORT, CT
FAIRFIELD
Location
WESTPORT, CT
Headquartered in WESTPORT, CT, 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
- FAIRFIELD
- Address
- 8 Wright St
- Time zone
- ET (UTC-5)
- Office locations
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