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Chief Financial Officer & Chief Operations Officer · Cais Advisors

Terrence M. McCarthy

CRD 4995589 · Named on Form ADV at one SEC-registered adviser

At a glance

Cais Advisors, an SEC-registered private fund adviser based in New York, NY with $225 million in regulatory assets, lists Terrence M. McCarthy on its Form ADV as Chief Financial Officer & Chief Operations Officer, a control person.

Firms and roles

  • Cais AdvisorsChief Financial Officer & Chief Operations OfficerPrivate fund adviser · New York, NY · $225M in regulatory assets

AtlasMembers

Terrence’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Terrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.