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AIS CAPITAL MANAGEMENT L.P.

Business and Investment Profile

The AIS CAPITAL MANAGEMENT L.P. is a privately held investment adviser that advises $183.2mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. AIS CAPITAL MANAGEMENT L.P. is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 60% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 187 DANBURY RD FIRST FLOOR, WILTON, CT. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 3 employees comprised of 1 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $183.2mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients own $95.48mn or 52.12% of Total Assets and High Net Worth Individuals own $87.46mn or 47.74% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Multi Strat and Long/Short Equity, representing 62.05% and 37.95% of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC) and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $45.31mn in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

AIS CAPITAL MANAGEMENT L.P. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Business Complexity/Risk Profile

They have a MEDIUM-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.

In AIS CAPITAL MANAGEMENT L.P.'s case, they have 12 business conditions that require high process maturity and 2 Watch Factors.

Full profile: AIS CAPITAL MANAGEMENT L.P.

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Keywords: [AIS]
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