AIS Capital Management L.P.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$171,353,322
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
39
97% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
39
TypicalAverage account size
$4,393,675
About
AIS Capital Management, L.P. provides discretionary investment management to individuals — including high‑net‑worth clients — and to institutional clients such as family offices, endowments, foundations, pension plans, trusts, and investment funds. The firm manages separately managed accounts and serves as investment advisor and general partner to several private pooled investment vehicles.
The firm pursues absolute‑return strategies using discretionary global macro approaches, commodity and futures trading strategies, and a long‑only tactical asset allocation program, drawing on multi‑year research into macroeconomic and market relationships. Its programs may employ derivatives and leverage and include both futures‑focused, frequently traded strategies and longer‑horizon tactical allocations.
AIS is registered with the CFTC and the NFA as a commodity trading advisor and commodity pool operator and acts as general partner to multiple private funds, including leveraged futures vehicles (described in its materials as 2x–4x and 3x–6x structures) and a dedicated gold fund — features that are uncommon among similarly supported firms. The firm also uses performance‑based compensation for certain funds and separately managed accounts, reports approximately $358 million in discretionary AUM, and notes that principals and employees invest alongside clients in its pooled vehicles.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$100,000+: 1.00% to 4.00% Investment Management Fee (Limited Partnership Vehicles) $0+: 0.50% to 4.00% Investment Management Fee (Separately Managed Accounts)
0% to 20% Performance-Based Fee depending on investment program
Account minimum: varies by program; generally $25,000 to $3,000,000 depending on program and vehicle Fee-only: Management fees as percentage of assets under management from 0.50% to 4.00%
Main office location
AIS Capital Management L.P.
187 Danbury Rd, First Floor
Wilton CT 06897-0806, United States
Number of offices
2
Most active in
AIS Capital Management L.P. has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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