CAIS, the alternative investment platform serving independent financial advisors, announced an expansion of its Marketplace lineup, adding new strategies from a roster of top-tier global asset managers. The broadened menu now includes offerings across private equity, private debt, real estate, and infrastructure, delivered through structures such as interval funds, BDCs, and non-traded REITs. 

The expanded list of managers on CAIS includes Ares Management, AQR, BlackRock, Blue Owl, Coller, Eldridge, Fortress Investment Group, Franklin Templeton, Goldman Sachs, Golub Capital, Kayne Anderson, Kennedy Lewis, Morgan Stanley Investment Management, Eaton Vance, Nuveen, Veritas, Vista Equity Partners, and others. 

“Advisors are increasingly turning to alternatives as a core pillar of modern portfolio construction,” said Brad Walker, co-president at CAIS. “This shift represents a key inflection point. By expanding access to leading managers and strategies on our platform, CAIS is helping advisors meet client expectations and stay ahead of this shift in wealth management.” 

According to a recent CAIS-Mercer Survey, advisors ranked private debt (89%), private equity (86%), and real estate (85%) as their top allocations, with 75% planning to increase private equity exposure and 60% expecting to boost private debt allocations. 

Through the CAIS platform, managers gain access to a network of advisors overseeing $7 trillion in assets, supported by a full suite of technology, digital education (CAIS IQ), marketing, and custodian and reporting integrations. Many of these products will also become available through the CAIS Models Marketplace, integrating alternatives directly into model portfolios. 

CAIS currently serves over 2,000 wealth management firms and supports more than 50,000 advisors, with headquarters in New York City and additional offices in Austin, London, and Red Bank, NJ.