CAI MANAGERS & CO., L.P.

CAI PRIVATE EQUITY
VANCOUVER·5 registered advisors·CRD# 161415
SEC# 802-1189640604-637-3411
01

Firm Overview

AUM
$265M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

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

Specialties

Retirement Planning
04

Advisors at CAI MANAGERS & CO., L.P.

5 registered advisors
Leslie Benedict Daniels
NEW YORK, New York
Peter Guy Restler
BROOKLYN, New York
Peter Michael Gottsegen
NEW YORK, New York
Richard Joseph Schmeelk
NEW YORK, New York
Tracey Louise Mcvicar
BROOKLYN, New York
05

Office Locations

NEW YORK, New York
3 advisors
BROOKLYN, New York
2 advisors

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Data sourced from SEC Form ADV filings. CAI MANAGERS & CO., L.P. (CRD# 161415) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.