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Saturday, October 3, 2026The Morning Brief →Sign in
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CAIS

NEW YORK, NY
CRD: 317466
In PWD coverage since August 16, 2026 · 16+ stories
$225MRegulatory AUMSEC Form ADV · Sep 26
32EmployeesForm ADV
6Deals on our tracker
Regulatory AUM · Aug 16 – Sep 26
Deal recordFull tracker →
Sep 22, 26Deal closed — coverage
Aug 19, 26Fund launchCoatue · Blackstone · Apollo · AQR — coverage
Aug 19, 26Fund launch — coverage
Aug 18, 26Deal announced — coverage
Aug 14, 26Deal announcedVista Equity — coverage
Jun 30, 26Deal announced
PWD coverage
distribution

DTCC takes an undisclosed stake in iCapital and plans AIP integration

The firms will connect transaction processing, data exchange, access, administration and reporting for private-market products sold through the wealth channel; no dollar figure or valuation was disclosed.
Allocators · Sep 25Blackstone builds the wrapper for non-US wealth
The Close · Sep 24Alternatives infrastructure draws billion-dollar bids while RIA allocations stay stuck at 3%
the_wrap · Sep 24CAIS builds the gate that decides semi-liquid flows
distribution · Sep 23CAIS puts seven shelf gatekeepers on its roadmap
distribution · Sep 18SmartStop books shelf space for a one-property REIT
sponsors · Sep 17Ares buys shelf space with yield; PSP funds the growth
RIA · Sep 17RIAs trade the stacked SPV for a seat on the cap table
allocators · Aug 22The early-money edge in evergreen secondaries
the_wrap · Aug 21SEC proposal would give semi-liquid funds one national shelf
advisor_note · Aug 20The Alt Platform Itself Is Now Diligence
The Close · Aug 20Convergence puts private markets inside the advisor's daily workflow
allocators · Aug 20CAIS: Advisers have moved from access to convergence
distribution · Aug 19CAIS adds nearly 40 managers to its alternative shelf
portfolio · Aug 19CAIS doubles to $2 billion, and the cap table becomes diligence
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
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