CAS Investment Partners, LLC
Firm details
- Headquarters
- Westport, Connecticut
- CRD number
- 170071
- Registered since
- October 27, 2017
- Website
- www.cliffordsosin.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CAS Investment Partners, LLC is structured as an LLC and operates as a hedge fund manager focused on institutional clients. The firm has been SEC-registered since 2017 and is owned by an individual. Its stated business activity is portfolio management for pooled investment vehicles, and it serves as a sponsor/GP/managing member and CPO/CTA for the funds it runs. Fee arrangements combine a percentage of assets under management with performance-based fees. CAS does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
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
Contacts
1 of 1
Clifford Sosin
Founder and Portfolio ManagerCRD 5384694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Westport, CT
Fairfield
Location
Westport, CT
Headquartered in Westport, 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
- 8 Wright St
- Time zone
- ET (UTC-5)
- Office locations
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