Caas Capital Management Lp
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Overview
Caas Capital Management Lp operates as a financial advisory firm headquartered in New York, New York. Caas Capital Management Lp oversees $971.0 million in assets under management across five client accounts, placing it among the bigger investment advisory firms in the country by assets under management (AUM). Caas Capital Management Lp has a small team, including 8 financial advisors. Caas Capital Management Lp is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal investments like options, equities and bonds.
Caas Capital Management Lp manages all of its accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make buy and sell choices without requiring the client's permission. The firm oversees about $194.2 million in assets for every client account. An average advisor at Caas Capital Management Lp oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Caas Capital Management Lp's headquarters is at 800 3Rd Avenue, 26Th Floor, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Caas Capital Management Lp by the Numbers
$971.0 million
18
5
$194.2 million
Fee Structure
Financial management fees largely are based on which service is provided. However, fee types charged by the firm may include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Caas Capital Management 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
The firm provides services to pooled investment vehicles. Out of its five customers, Caas Capital Management Lp's biggest client type is pooled investment vehicles. About 80% of the company's clients are represented by non-U.S. persons.
- 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
Caas Capital Management Lp does not have any disclosures.
Please visit its Form ADV for more details.
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