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Selected role is Financial Advisor

CAIS Custom Funds

Independent Financial Advisor

Put your alts experience on display

If you and your team already have a head start in alternatives, designing your own custom fund structures may help you maintain your advantage. With CAIS Custom Funds, you can leverage our technology to more efficiently put your investment management experience into practice potentially helping you to strengthen your existing client relationships and forge new ones. 

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One custom vehicle for your alts strategy

Consolidate your fund operations

Provide access to many funds through one vehicle, limiting paperwork, like multiple subscription documents or K1s, and ongoing tasks related to capital calls and distributions. 

Endeavor to improve fund terms

When you create your own fund, you may be able to negotiate capacity and more preferable terms, while getting more time to pursue opportunities.

Rely on an experienced partner

CAIS can help you with vendors, document preparation, and fund-specific CAIS IQ courses on our platform.

Create vehicles to fit your alts approach

CAIS Custom Funds has several options to help you more efficiently allocate to alternative strategies—whether you want to highlight your sourcing and asset management capabilities or simply demonstrate your alignment with your clients’ investment objectives.

Use our industry-leading technology and operational experience to develop and launch your exclusive, single-manager feeder funds.   

  • Scale across clients Pool capital into one strategy to lessen friction throughout the transaction process. 

  • Seek preferred terms for your clients With a feeder-fund structure, you might have the opportunity to negotiate more preferable terms, such as those related to minimum investments. 

  • Offload operational tasks Leave operational tasks, such as vendor sourcing and management, fund creation, and document preparation, to us. 

Featured insights

Gain market insights and improve your alternative investment knowledge through articles, videos, and other educational resources from the CAIS team.

See All Insights