CAI MANAGER LP

39 Forrest Street
Suite 201
Mill Valley, California 94941
Tel: (415) 640-5422

About CAI MANAGER LP

CAI MANAGER LP, formally registered with the SEC as CAI MANAGER LP. The firm was established in 11/09/2020. They have over 2 offices throughout the country.

CAI MANAGER LP is a Mill Valley, California based Financial Planning firm with nearly $1,376,488,081 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310205
SEC#	801-119761
Assets Managed by Firm	$1,376,488,081
No. of Clients	9
No. of Advisors	15

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$1,376,488,081

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