Single Family OfficeRIA · CRD 144946SEC-Registered

Updated:

CAIM

As a boutique investment firm, Catherine Avery & her team at CAIM, LLC work with independent financial advisors & high net-worth clients who want to...

CAIM logo

CAIM

As a boutique investment firm, Catherine Avery & her team at CAIM, LLC work with independent financial advisors & high net-worth clients who want to outsource their money management. In addition to more than 25 years of portfolio manager experience, Catherine & CAIM also bring to the table benefits you won’t often find working with a larger firm: • Personalized focus • Transparency • Clear understanding of your goals • Honesty and integrity • Accessibility • Low fee structure To find out how CAIM, LLC can help you secure your financial future, please call us at 203-717-1850 or visit our website www.caimllc.com

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is CAIM LLC a single-family office or a multi-family investment vehicle?

Based on its LLC structure and complete lack of public-facing marketing, CAIM likely operates as a single-family office or a closed private investment partnership. Multi-family offices typically maintain at least a minimal web presence to attract additional family clients, which CAIM does not.

Does CAIM LLC accept outside capital from institutional allocators?

There is no evidence that CAIM solicits third-party capital. It does not appear in SEC Form ADV filings that would indicate registered investment adviser status, nor does it maintain the investor-relations infrastructure typical of firms open to external limited partners.

What is CAIM LLC's track record, and where can it be reviewed?

CAIM has published no track record, portfolio holdings, or performance data in any public forum. A prospective co-investor would need a direct relationship with a principal to obtain this information, a dynamic common among single-family offices that prioritize privacy over institutional benchmarking.

Where is CAIM LLC headquartered?

No public filing or registry entry has been identified that confirms CAIM's jurisdiction of formation or physical office location. The LLC designation suggests US domicile, but the specific state and city are not publicly known.

How does CAIM LLC source deals?

Without a public presence, CAIM's deal flow almost certainly runs through the personal networks of its principals, direct relationships with general partners, and possibly specialized placement agents or private banks that facilitate introductions. This is the standard sourcing model for opaque family-office capital.

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