CAIS’ Post

We believe more people should have access to the power of alternative investments — and now they do. While most alt funds have historically been reserved for institutional investors, ours are now available for all qualifying clients with at least $50,000 in investable assets — even if those assets aren’t held with us. Alt investments can superpower your portfolio and increase potential for returns. Since launching in January 2024, our private equity fund has returned over 30%. Our private credit fund has returned 16.2% since its launch in June 2023. https://lnkd.in/g-_NuQ8R

👉👉 Should We Invest in Small Cap Mutual Funds??? 🚀🚀 Are small-cap mutual funds worth the investment? 📈 These funds often carry higher risk but have the potential for significant returns, making them a compelling option for growth-focused investors. With small-cap companies typically being under-researched, they can offer unique opportunities—but navigating the volatility requires patience and strategy. Understanding market trends, your risk tolerance, and long-term financial goals is key. Have you considered or invested in small-cap mutual funds? What’s your experience—rewarding returns or rollercoaster rides? Let’s discuss how these funds fit into a diversified portfolio! Join the conversation and share your insights below! 💬 #SmallCapMutualFunds #InvestmentStrategy #MarketTrends #FinancialPlanning #MutualFundTips #GrowthInvesting #HighRiskHighReward #InvestmentOpportunities #WealthBuilding #SmartMoneyMoves #Insights #Networking #FinanceTalk

Are your fund administration needs keeping pace with your growth? Yarik Kim, CPA, CFA and Denese Nickeo share how comprehensive fund administration services can simplify operations, enhance compliance, and offer tailored support for investment managers and auxiliary entities. Dive into their insights to see how this approach benefits you: https://hubs.la/Q02Z-7f60 #FundAdministration #InvestmentFunds #PrivateEquity #VentureCapital #FinancialReporting #AuditSupport #TaxCompliance

Hey #connections! Starting today, I will be posting on alternative investments basics straight till the end of the month! By the end of the month, I aim to make my audience aware of the alternative investment niche. 🌟 In this post, we'll break down "Private Equity Strategies" in the simplest way &. the best way possible, making complex concepts easy to grasp. 👥 Join the conversation, drop your questions, and let's learn together! Don't miss out on this chance to level up your financial knowledge. 💹 Follow me (Manav Shah) for more such engaging insights that keep you ahead of the curve in the world of finance. 💹 #finance #investing #alternativeinvestments #infrastructure #privateequity #realestate #venturecapital #fundraising

Do you think ☕️ tastes better when someone else makes it for you? Statistically, we know that #investments don’t always perform better when someone else does the investing for you. 📉 When your best interests are 100% aligned with your #financialadvisor or #multifamilyoffice only then do you have a chance at seeing your investments perform in line with your #longterminvesting goals. 💯 Anything less than full transparency from both parties (you and your financial advisory team) is likely to yield less than stellar results, in our view. 👀 Let us help you become fully aligned with your existing financial advisor or multi family-office and ensure that you are invested appropriately for long-term #compounding of your irreplaceable capital. 💸 Read more: https://lnkd.in/gzZvZnVi

Saving $300,000 in Investment Management Fees Our client, a family with two teenage children, invested $50 million with a #multifamilyoffice in December 2019. The family’s #equity and #fixedincome portfolios lagged their respective benchmarks since inception despite costing them 1.00% per year in management fees. We devised a road map and follow-up plan to ensure that our client's interests were well-served on an ongoing basis. We understand that your expertise may not be investing and we are here to help you get the most out of your capital. We would love nothing more than to verify whether you are truly “getting what you pay for” with your current #financialadvisor or #familyoffice service. We do not want you to leave money on the table that could be better served by a different approach to investing. Crockett Street Advisors Helps  #highnetworth Individuals and Families Reduce Advisor Fees, Optimize Portfolios, and Illuminate Hidden Investment Risks. We demystify high net worth investment management. Read on to see how we helped this family and how we could help your family: https://lnkd.in/geq-zZPW

In a sector as bad as real estate has been for several years now...... 1. Why would Morningstar re-categorize this fund?  2. How does this better serve the investors and advisors that depend on their ratings? Check us out: https://lnkd.in/e27UH_FU #investing #wealthmanagement

Day 3: How Mutual Funds Work "Ever wondered how mutual funds work? Investors buy shares of the fund, which then uses the pooled money to invest in a diversified portfolio. Professional managers handle the investment decisions. Simple yet powerful! #MutualFunds #Investing101"

Small is Beautiful. At Mantra, our research reveals that in today’s highly competitive private equity market, small funds hold a distinct advantage when balancing return and risk. The days when financial engineering or multiple expansion could drive returns are behind us. In this expansive landscape, what truly matters is precise fund selection—whether on the primary or secondary market—and structuring the right deals. This is our passion at Mantra!

Attractiveness formula of lower middle market deals. Lower EV / EBITDA ratio + less debt = better returns with less risk. Great playbook for many private equity and independent sponsors. #independentsponsor #privateequity #lowermiddlemarket