CAI MANAGER LP
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 310205
- Registered since
- November 9, 2020
- Website
- www.climateadaptiveinfra.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CAI Manager LP is a limited partnership that operates as a private equity fund adviser and portfolio manager for pooled investment vehicles. The firm is SEC-registered (since 2020) and serves an institutional client base. Its business model combines a percentage-of-AUM fee with performance-based fees, and it identifies as an active ESG investor. CAI Manager LP is structured to act as sponsor and general partner or managing member of pooled vehicles and is listed with affiliations that include CPO/CTA activity.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DIANE ATTERSLEY
CFO and CCOCRD 7602550
Contacts
1 of 1WILLIAM GREEN
Managing PartnerCRD 5936539
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MILL VALLEY, CA
MARIN
Location
MILL VALLEY, CA
Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 39 Forrest St
- Time zone
- PT (UTC-8)
- Office locations
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