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CASI INVESTMENTS
CASI INVESTMENTS is a state-registered investment adviser in BALTIMORE, MD. The firm manages approximately $120,000 in regulatory assets. It has 2 employees...
Overview
CASI INVESTMENTS is a state-registered investment adviser in BALTIMORE, MD. The firm manages approximately $120,000 in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
What is the investment strategy of CASI INVESTMENTS?
CASI INVESTMENTS pursues a diversified investment strategy across public equities, fixed income, real estate, and alternative assets. The firm focuses on direct investments for capital growth and preservation. It does not rely on external fund managers and manages capital internally.
Is CASI INVESTMENTS a registered investment advisor?
CASI INVESTMENTS is not required to register as an investment advisor with the SEC, as it qualifies for exemptions available to family offices. This allows it to operate without public disclosure of holdings or performance. The firm is not subject to SEC audits or reporting requirements.
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