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CAI MANAGER LP

MILL VALLEY, CA · CRD 310205 · IAPD ↗ · (415) 640-5422

$2.18BRegulatory AUM
12Advisory reps
17Employees
0Clients
n/aPlanning clients
13Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
April 2026 — CAI MANAGER LP reported RAUM up 43% ($1.52B -> $2.18B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — CAI MANAGER LP now reports custody of client assets ($1.38B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2024 — CAI MANAGER LP grew from 7 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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