SourcingSourcing

CAS INVESTMENT PARTNERS, LLC

C35
CRD 170071·SEC 801-111983·WESTPORT, CT
AUM
$2.45B
$1B+
Est. Revenue
$24.5M
@ 1% on AUM
Est. EBITDA
$7.3M
@ 30% margin
Est. Deal Value
$58.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CAS INVESTMENT PARTNERS, LLC
CRD
170071
SEC file #
801-111983
EIN
460970829
DBA names
—

Economics

AUM
$2.45B
AUM band
$1B+
AUM trajectory
'20'26
$311.5M → $2.45B▲ +686%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
WESTPORT CT
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
casinvestmentpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SOSIN, CLIFFORD, A
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SOSIN, CLIFFORD, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CASINVESTMENTPARTNERS.COM
Rdap Domain Creation Date
2012-08-01T20:33:29Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
Name106, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001600108
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2014-02-28
Edgar Last Filing Date
2025-07-11
Edgar Form D Count
13
Edgar Form D Offerings
2025-07-112025-07-11 · 0001600108-25-000002
2024-07-012024-07-01 · 0001600108-24-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing8
E*trade4
Edgar Addresses
Mailing
8 WRIGHT STREETFLOOR 1WESTPORT, CT 06880
Business
8 WRIGHT STREETFLOOR 1WESTPORT, CT 06880
Edgar EIN
460970829
Edgar Recent Filings
D/A2025-07-11 · 0001600108-25-000002
D/A2024-07-01 · 0001600108-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-01T20:33:29Z
Rdap Domain Last Changed
2025-07-10T16:30:04Z
Rdap Nameservers
Ns1cny.name.comNs2dqx.name.comNs3cpr.name.comNs4kmw.name.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5384694
Trust Company Affiliate
Yes

People (1)

1
SOSIN, CLIFFORD, A
Direct Owner · 87.5%
5384694