Cai Manager Lp
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Overview
Cai Manager Lp is an advisory firm located in Mill Valley, California. The firm has $1.2 billion in assets across seven customer accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). Cai Manager Lp has a small group, including 7 financial advisors. Cai Manager Lp is not a registered broker-dealer, signifying that it cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments such as bonds, options and equities.
Cai Manager Lp oversees all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions for the client's account are made by a portfolio manager without requiring client consent. The firm's typical account size is $168.0 million. The average financial advisor at Cai Manager Lp manages around one client account, making it one of the most personalized financial advisor firms in the country.
Cai Manager Lp's headquarters is at 39 Forrest Street, Mill Valley, California 94941. Cai Manager Lp is legally allowed to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cai Manager Lp by the Numbers
$1.2 billion
9
7
$168.0 million
Fee Structure
A financial advisor's fees usually vary depending on the type of financial services provided. However, fees billed by the firm likely are comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Cai Manager Lp.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to pooled investment vehicles. Out of its seven customers, Cai Manager Lp's biggest client group is pooled investment vehicles. None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Cai Manager Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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