CAIS CAPITAL LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 154512
- Registered since
- March 16, 2011
- Website
- www.caisgroup.com
Firm profile
FINTRXOverview
Cais Capital LLC is organized as a limited liability company and is recorded as having first registered with the SEC in 2011. FINTRX classifies ownership as a domestic entity/individual and lists the firm’s classification as unclassified. The firm’s public snapshot indicates it does not act as a capital allocator and is not identified as an active ESG investor. It is not labeled as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available record. The FINTRX entry does not provide detail about the firm’s advisory offerings, target client segments, or specific business activities.
Assets & Accounts
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
Owners & executives
3 of 4MATTHEW BROWN
Founder and CEOCRD 2160159
TIMOTHY SHANNON
President, Chief Financial OfficerCRD 4461906
BRADLEY WALKER
Chief Client OfficerCRD 5000838
Contacts
3 of 100Dallas McCarthy
AssociateCRD 7501310
Mitch McHale
Registered RepresentativeCRD 7516832
BRIANNA GOSSELIN
Senior AssociateCRD 6304058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 527 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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