Available on CAIS

Who We Work With

Explore Our Network of Resources for Alternative Asset Investing

Our mission is to remove operational hurdles that prevent independent financial advisors from getting access to alternative asset investments. To achieve this, we’ve cultivated a network of alternative asset managers and bank issuers. Browse through the profiles below to learn which alternative asset and structured note providers are available through the CAIS network.

All Firms Asset Managers Bank Issuers

Ancora

Ancora Holdings Group is a Focus Financial Partner’s investment manager with $9.8 billion in total assets across strategies.

Apollo

Apollo is a global, high-growth alternative asset manager. In the firm's asset management business, Apollo seeks to provide its clients with excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three business strategies: yield, hybrid, and equity.

Ares Management Corporation

Ares Management Corporation is a global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes.

Axonic Capital

Axonic Capital is an independently owned investment firm focused on alternative credit strategies.

Bain Capital

Bain Capital is one of the world’s leading private investment firms that seeks to create lasting impact for its investors, teams, businesses, and communities.

Benefit Street Partners

Benefit Street Partners was formed in 2008 and is an alternative credit investment manager.

BlackRock

BlackRock is one of the world’s leading providers of investment, advisory, and risk management solutions.

Blackstone

Blackstone is the world’s largest alternative asset manager. The firm seeks to create positive economic impact and long-term value for its investors, the companies it invests in, and the communities it supports.

Blue Owl Capital

Blue Owl is an asset manager that is seeking to redefine alternatives.

Bluerock

Bluerock is an institutional alternative asset manager based in New York with regional offices across the US. Bluerock principals have a collective 100+ years of investing experience.

Bridge

Bridge is an alternative investment manager, diversified across specialized asset classes.

BTG Pactual

Founded in the early 1980s, Banco BTG Pactual S.A. is the largest investment bank in Latin America, managing a diversified global investment platform.

Canyon

Canyon Partners is a global value-oriented alternative asset management firm that employs a variety of event-driven and opportunistic strategies across a broad spectrum of asset classes.

Carlson

Carlson Capital was founded in Fort Worth, TX in 1993 by Clint Carlson. The firm’s core philosophy is centered around non-directional relative value and event-driven investing.

Carlyle

Carlyle is a global investment firm with deep industry experience that deploys private capital across three business segments: Global Private Equity, Global Credit, and Global Investment Solutions.

CIM

CIM is a community-focused real estate and infrastructure owner, operator, lender and developer.

Clarion Partners

Clarion Partners, an SEC registered investment adviser with FCA-authorized and FINRA member affiliates, has been a U.S. real estate investment manager for more than 40 years. Headquartered in New York, the firm has offices in major markets throughout the U.S. and Europe. Clarion executes across a range of risk strategies, property types, and geographic markets on behalf of both funds and separately managed accounts.

Davidson Kempner Capital Management

Davidson Kempner Capital Management is a global investment management firm with over 40 years of experience and a focus on fundamental investing with a multi-strategy approach.

EQT

EQT is a purpose-driven, global investment organization with a track-record across multiple geographies, sectors, and strategies.

Fidelity Investments

Established in 1946, Fidelity Investments is one of the largest asset managers in the world, focused on delivering excellent customer experience in the financial services industry.

FlowStone Partners

FlowStone Partners manages private equity investment products that address the unique requirements of smaller institutional and individual investors.

Fortress Investment Group

Fortress Investment Group LLC is a leading, highly diversified global investment management firm founded in 1998.

FS Investments

FS Investments is an alternative asset manager dedicated to delivering solutions across private equity, private credit and real estate.

Galaxy

Galaxy is a digital asset and blockchain leader, founded by Michael Novogratz, seeking to help institutions, startups, and qualified individuals shape a changing economy.

GoldenTree Asset Management

GoldenTree Asset Management was established in March 2000 by Steven A. Tananbaum, GoldenTree's Managing Partner & Chief Investment Officer.

Golub Capital

Golub Capital is a market-leading, award-winning direct lender and experienced private credit manager

Graham Capital Management

Graham Capital Management, L.P. is an alternative investment manager founded in 1994 by Kenneth G. Tropin.

Hamilton Lane

Hamilton Lane is a large private markets investment firm, seeking to provide solutions to institutional and private wealth investors around the world.

HarbourVest

HarbourVest is a leading global private markets specialist with over 40 years of experience investing across the primary, secondary, and direct co-investment markets.

Hines

Hines is a leading global real estate investment manager, owner and operator. Hines owns and operates $93.0 billion of assets across property types and on behalf of a diverse group of institutional and private wealth clients.

HPS

HPS is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for its clients.

ICG

ICG is a global alternative asset manager with a 35-year history and track record of investing in various private debt and equity strategies throughout Europe, North America, and Asia Pacific.

Inland

Founded in 1968, Inland is involved in nearly every aspect of commercial real estate: acquisition, underwriting, management, and disposition.

Invesco Real Estate

Invesco Ltd. is an independent global investment management firm dedicated to creating greater possibilities for its clients.

J.P. Morgan Asset Management

J.P. Morgan Asset Management is a global leader in investment management.

Jefferies Finance LLC

Jefferies Finance LLC was founded in 2004 as a 50/50 joint venture between MassMutual and Jefferies to serve as the balance sheet for Jefferies to underwrite and lend to private equity sponsor- backed companies.

Kayne Anderson

Kayne Anderson, founded in 1984, is a leading alternative investment management firm focused on real estate, credit, infrastructure, energy, and growth capital.

KKR

KKR is a global investment firm that offers alternative asset management as well as capital markets and insurance solutions.

Knightsbridge Advisers

For four decades, Knightsbridge Advisers has been helping institutional investors access venture opportunities, which began with exposure to early-stage venture funds.

LaSalle Investment Management

LaSalle Investment Management is a global real estate investment manager and an independent subsidiary of the Jones Lang LaSalle group. They seek to build long-term and trusted relationships with clients – wherever they are and wherever they invest.

Lexington Partners

Lexington Partners is one of the world’s largest and most experienced managers of secondary private equity and co-investment funds.

Lighthouse Group

For more than two decades, the Lighthouse Group has been focused on delivering innovative investment solutions to investors. 

Monroe Capital

Monroe Capital LLC is an asset management firm specializing in private credit markets across various strategies.

Neuberger Berman

Neuberger Berman is a private, 100% independent, employee-owned investment manager.

Nuveen

Nuveen has been providing investment advice to seek to support the financial futures of millions of investors for over 120 years.

Origin Investments

Origin Investments is a private real estate investment manager headquartered in Chicago, IL.

Pantheon

Pantheon is a global private markets specialist with strategies covering the full lifecycle of investing across private equity, real assets, and private credit.

Partners Group

Partners Group seeks to generate substantial returns through capitalizing on thematic growth trends and transforming attractive businesses and assets into market leaders.

Reverence Capital Partners

Reverence Capital Partners, L.P. was founded in July 2013 by Milton Berlinski, Peter Aberg and Alex Chulack.

Schonfeld Strategic Advisors

Schonfeld Strategic Advisors is a global multi-manager platform, that seeks to invest its capital with high caliber Internal portfolio managers and Partner portfolio managers.

SCS Investment Partners

Founded in 2002, SCS Financial is a multi-family office managing over $29 billion in assets on behalf of ultra-high-net-worth families, family offices, and institutional investors.

Sculptor

Sculptor is a global alternative asset manager and a specialist in opportunistic investing.

StepStone

StepStone is a global private markets investment firm focused on providing customized investment solutions and advisory services to their clients.

T. Rowe Price | OHA

T. Rowe Price is a premier global asset management organization that works with individuals, advisors, institutions, and retirement plan sponsors. As a trusted advisor to many of the world’s largest and most sophisticated investors, OHA serves as the cornerstone of T. Rowe Price’s private credit investments. The partnership combines T. Rowe Price’s deep expertise in client solutions with OHA’s extensive private credit investment capabilities.