Access 40+ global alternative asset managers via USD Offshore Investment Structures

Strategic Relationship with CAIS

Jeremy Norton co-founded CAIS in New York in 2009 and launched AIPX in Australia in 2012 as the strategic partner of CAIS in Australia and New Zealand. Through AIPX, clients can gain direct access to a menu of 100+ leading alternative asset managers across Hedge Funds, Private Equity, Venture Capital, Private Credit, Real Estate and Infrastructure.

Welcome to a new era of access

CAIS is leveling the playing field for 
independent financial advisors

Providing you with a broad yet curated selection of alternative investments. Through the CAIS Marketplace, you get turnkey access to CAIS’ constantly evolving menu of alternative investment products—many with lower accreditation requirements or investment minimums. Expand your alternatives access and streamline your alternative investing processes all at once with CAIS Marketplace.

Searchable, robust menus

We designed our CAIS Marketplace product menus to help you quickly discover and learn about products that may align with certain investment goals. Filter based on asset class, manager, objective, accreditation level, and more—and then view key terms and resources for each product. 

Due diligence by Mercer*

Research and ratings by Mercer- a global leader in institutional investment and operational due diligence—are available for nearly all products in the CAIS Marketplace. 

*Mercer is not an owner / shareholder of CAIS.

Tech built for alts efficiency

Features like digitised subscription documents, AML/KYC smart logic, and CAIS DocuSign let you reduce common operational burdens and administrative delays. 

A view of the CAIS IQ on a laptop screen
Lead with Leaning

Master alternative assets with CAIS IQ

CAIS IQ is a library of 100+ state-of-the-art training courses designed for financial advisers. Whether you want to build foundational knowledge of a new asset class or dive-deep into the technical details of a specific strategy, CAIS IQ provides the education you need to present alternatives to your clients.