other

CAIS

NEW YORK, NY

CRD: 317466

In PWD coverage since August 16, 2026 · 16+ stories

$225MRegulatory AUMSEC Form ADV · Oct 3

32EmployeesForm ADV

6Deals on our tracker

Regulatory AUM · Aug 16 – Oct 3

Deal recordFull tracker →

Sep 22, 26Deal closed — coverage

Aug 19, 26Fund launchCoatue · Blackstone · Apollo · AQR — coverage

Aug 19, 26Fund launch — coverage

Aug 18, 26Deal announced — coverage

Aug 14, 26Deal announcedVista Equity — coverage

Jun 30, 26Deal announced

PWD coverage

distribution

DTCC takes an undisclosed stake in iCapital and plans AIP integration

The firms will connect transaction processing, data exchange, access, administration and reporting for private-market products sold through the wealth channel; no dollar figure or valuation was disclosed.

Allocators · Sep 25Blackstone builds the wrapper for non-US wealth

The Close · Sep 24Alternatives infrastructure draws billion-dollar bids while RIA allocations stay stuck at 3%

the_wrap · Sep 24CAIS builds the gate that decides semi-liquid flows

distribution · Sep 23CAIS puts seven shelf gatekeepers on its roadmap

distribution · Sep 18SmartStop books shelf space for a one-property REIT

sponsors · Sep 17Ares buys shelf space with yield; PSP funds the growth

RIA · Sep 17RIAs trade the stacked SPV for a seat on the cap table

allocators · Aug 22The early-money edge in evergreen secondaries

the_wrap · Aug 21SEC proposal would give semi-liquid funds one national shelf

advisor_note · Aug 20The Alt Platform Itself Is Now Diligence

The Close · Aug 20Convergence puts private markets inside the advisor's daily workflow

allocators · Aug 20CAIS: Advisers have moved from access to convergence

distribution · Aug 19CAIS adds nearly 40 managers to its alternative shelf

portfolio · Aug 19CAIS doubles to $2 billion, and the cap table becomes diligence

Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories

CAIS

DTCC takes an undisclosed stake in iCapital and plans AIP integration

The Morning Brief