PEINVEST
CAIS
ActiveAlternative investment platform for financial advisors providing access to PE, hedge funds, and secondary opportunities.
4.30
FINRA MemberSEC Registered
Visit CAIS (opens in new tab)
Last updated: 2026-01-23
CAIS Overview
CAIS is a full-service alternative investment platform designed for independent financial advisors, providing access to hedge funds, private equity, private credit, and secondary fund opportunities.
Platform for Advisors
- •RIAs and broker-dealers
- •Independent wealth managers
- •Multi-family offices
- •Bank private wealth
Product Categories
Primary Investments - Private equity funds - Hedge funds - Private credit - Real assets
Secondary Access - PE secondary funds - Secondary transaction opportunities - Continuation vehicles
Technology & Education
- •Due diligence tools
- •Educational content
- •Compliance support
- •Client reporting
Advisor Benefits
- •Single platform for alternatives
- •Pre-negotiated access
- •Operational support
- •Consolidated reporting
Investment Process
- 1.Advisor registration and onboarding
- 2.Due diligence on opportunities
- 3.Client suitability review
- 4.Subscription documentation
- 5.Ongoing reporting
Pros
- +Comprehensive alternatives platform
- +Designed for advisors
- +Due diligence support
- +Educational resources
Cons
- −Advisor-only access
- −Not for direct investors
- −Requires intermediary
Best For
- Financial advisors
- RIAs seeking alternatives
- Wealth managers
Key Features
Advisor platformMultiple asset classesDue diligence toolsCompliance support
Frequently Asked Questions
What is CAIS and how does it work?
CAIS is a advisor platform platform founded in 2009 and headquartered in New York, NY. Alternative investment platform for financial advisors providing access to PE, hedge funds, and secondary opportunities. The platform serves both individual and institutional investors.
What fees does CAIS charge?
CAIS has a undefined% buyer fee structure. The minimum investment is $50K.
Is CAIS regulated and safe to use?
CAIS is a FINRA member and is SEC registered. The platform has been operating for 17 years. While the platform is regulated, all private securities investments carry inherent risks.
Who is CAIS best suited for?
CAIS is best for financial advisors, rias seeking alternatives, wealth managers. Accreditation is required (Yes - Individual).
Fee Impact Calculator
Estimate total costs when investing through CAIS
Investment
$50K
Total Fees
$0
Net Deployed
$50K
No buyer fees — 100% of capital deployed
Exit Scenarios (after fees)
Based on minimum investment of $50K. Actual fees may vary. Does not account for taxes, carry, or time value of money. See our methodology for details.
People Also Ask
How does CAIS compare to other Advisor Platform platforms?
CAIS ranks among the top-rated platforms in the advisor platform space with 17 years of operation. It competes on institutional-grade infrastructure with a $50K minimum. Compare platforms side-by-side on our comparison page.
What is the minimum investment on CAIS?
The minimum investment on CAIS is $50K. Investors must meet yes - individual accreditation requirements. Both individual and institutional investors are accepted.
Is CAIS legitimate and trustworthy?
CAIS has been operating since 2009 (17 years). It is a FINRA-registered broker-dealer and SEC-registered as an investment platform. As with all private market investments, conduct thorough due diligence.
Can I sell my shares on CAIS?
CAIS supports secondary sales. Price discovery may vary depending on the security. Liquidity in private markets is limited compared to public exchanges.
What types of companies are available on CAIS?
CAIS provides access to a curated selection of private companies. Availability changes based on supply and issuer approval.
Quick Facts
- Founded
- 2009
- Headquarters
- New York, NY
- Min. Investment
- $50K
- Buyer Fee
- N/A
- Seller Fee
- N/A
- Accreditation
- Yes - Individual
- Investor Types
- Both
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Disclaimer: This review is for informational purposes only and does not constitute financial advice. Private equity investments are high-risk and illiquid. Always conduct your own due diligence and consult with a qualified financial advisor before investing. PEInvest may receive compensation from platforms featured on this site.