Cas Investment Partners, LLC
● SEC registered since 2017CRD 170071SEC# 801-111983Westport, CT
Ranks #1,963 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.45B
Fund GAV
$2.45B
Private funds
2
Employees
3
Accounts
4
Location
Westport, CT
Cas Investment Partners, LLC assets under management
Cas Investment Partners, LLC is a registered investment adviser overseen by the SEC based in Westport, CT. The firm has been registered since 2017. It reports $2.4 billion in regulatory assets under management and employs 3 people. Cas Investment Partners, LLC manages 2 private funds with combined gross assets of $2.4 billion, including Sosin Master, LP. By regulatory assets, it ranks 1,963 of 6,004 private fund managers.
Cas Investment Partners, LLC private funds
2 funds · $2.45B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sosin Master, LP | Hedge | $1.56B | $1M |
| Cswr Partners, LP | Hedge | $891.4M | — |
Cas Investment Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clifford A Sosin Control | Managing Member / Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Cas Investment Partners, LLC manage?
Cas Investment Partners, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many private funds does Cas Investment Partners, LLC manage?
Cas Investment Partners, LLC manages 2 private funds with combined gross assets of $2.4 billion.
How many employees does Cas Investment Partners, LLC have?
Cas Investment Partners, LLC reports 3 employees.
Where is Cas Investment Partners, LLC located?
Cas Investment Partners, LLC is based in Westport, CT and has been SEC-registered since 2017.
Does Cas Investment Partners, LLC disclose fund performance?
Cas Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8 Wright Street, Floor 1, Westport, CT 06880 |
| Phone | (212) 804-7660 |
| Office hours | 10a.m. - 6p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.45B▲ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 33%
Larger than 67% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$2.45Bregulatory AUM
Discretionary $2.45B
Service providers
Auditor
Prime broker
Custodian
Administrator