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Cai Capital Management, Inc. (New York)


Cai Capital Management, Inc. is a large advisory firm based in New York. It manages $158.37 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

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Cai Capital Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cai Capital Management: assets under management

The assets under management (AUM) of Cai Capital Management, Inc. is $158.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $158.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.37 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cai Capital Management, Inc. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Cai Capital Management, Inc. performs its advisory services is located at 600 Third Avenue, New York, NY 10016, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 917-300-4282 or by fax 212-320-0291. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.caicapitalmanagement.com.


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