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CAS INVESTMENT PARTNERS, LLC

WESTPORT, CT · CRD 170071 · IAPD ↗ · casinvestmentpartners.com · (212) 804-7660

$2.45BRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — CAS INVESTMENT PARTNERS, LLC reported RAUM up 35% ($1.81B -> $2.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
15
April 2025 — CAS INVESTMENT PARTNERS, LLC changed its website from cliffordsosin.com to casinvestmentpartners.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2025 — CAS INVESTMENT PARTNERS, LLC crossed $1B in regulatory AUM ($951.1M -> $1.81B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
33
April 2024 — CAS INVESTMENT PARTNERS, LLC moved its main office from NEW YORK, NY to WESTPORT, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — CAS INVESTMENT PARTNERS, LLC reported RAUM up 62% ($585.3M -> $951.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.