CAI MANAGER LP

MILL VALLEY, California·6 registered advisors·CRD# 310205
SEC# 801-1197611(415) 640-5422
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CAI MANAGER LP

6 registered advisors
Alexis Wolf
MILL VALLEY, California
Cynthia Reardon Rothschild Jaggi
MILL VALLEY, California
Dan William Reicher
MILL VALLEY, California
Diane Marlene Attersley
MILL VALLEY, California
Dominique Jean Charles Philipp Demessence
MILL VALLEY, California
William Jay Green
MILL VALLEY, California
05

Office Locations

MILL VALLEY, California
6 advisors

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Data sourced from SEC Form ADV filings. CAI MANAGER LP (CRD# 310205) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.