AIS Capital Management L.P.
RIASEC Registered
Total AUM
$358M
Discretionary
$358M
100% of AUM
Avg account
$8.1M
Accounts
44
Employees
3
Advisory reps
2
Firm details
- Headquarters
- Wilton, Connecticut
- CRD number
- 107971
- Registered since
- February 8, 1993
- Website
- www.aisgroup.com
- Custodians
- FNZ TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles52.18%
- HNWI47.7%
- Individuals0.12%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
AIS Capital Management L.P. is a hedge fund adviser serving individuals, families, and institutional clients. It manages portfolios for individuals and small businesses as well as pooled investment vehicles, and conducts CPO or CTA activities. Its fees include both asset-based and performance-based charges. The firm has been registered with the SEC since 1993.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other90%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Wilton, CT
Fairfield
Location
Wilton, CT
Headquartered in Wilton, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 187 Danbury Rd
- Time zone
- ET (UTC-5)
- Office locations
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