Caius Capital Us
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Overview
Caius Capital Us operates as a financial advisory firm that has its headquarters in Miami Beach, Florida. It has $1.1 billion in assets over four accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 1 financial advisor. Caius Capital Us does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as bonds, options and equities.
Caius Capital Us oversees zero of the firm's accounts in a discretionary manner. Discretionary management means that buy and sell judgments for the client's account are made by a portfolio manager without requiring client approval. The firm also has four non-discretionary accounts with a total of $1.1 billion in assets. Caius Capital Us administers about $283.3 million for each customer account. The average financial advisor at Caius Capital Us manages around four client accounts, making it one of the most personalized financial advisor firms in the country.
Caius Capital Us's headquarters is located at 350 Lincoln Road, Miami Beach, Florida 33139. Caius Capital Us is legally permitted to provide services to customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Caius Capital Us by the Numbers
$1.1 billion
1
4
$283.3 million
Fee Structure
A financial advisor's fees largely are based on which services the firm provides the client. However, fees billed by Caius Capital Us typically consist of non-traditional fee structures. Caius Capital Us does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm caters to pooled investment vehicles. Out of its four customers, Caius Capital Us's largest client type is pooled investment vehicles. About 50% of the firm's clients reside abroad.
- 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
Caius Capital Us does not have any disclosures.
Please visit its Form ADV for more details.
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