CAS Investment Partners manages investments for pooled investment funds intended for accredited investors. CAS is delegated full responsibility for the investment decisions of the Funds. The Funds purchase a concentrated portfolio of tradable credit and equity instruments (on a long and short basis) with the goal of outperforming the S&P 500 over time. CAS does not provide investment advisory services to separately managed accounts.
Assets Under Management$1.8B
Clients4
AdvisorsN/A
Avg. per Client$450M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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