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AIS CAPITAL MANAGEMENT L.P.
CRD 107971File 801-43295
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$358.3M
Below cohort median (national)
Discretionary AUM
$358.3M
Clients
44
44 accounts
Employees
3
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 8, 1993
- Principal office
- 187 DANBURY RD, FIRST FLOOR, WILTON, CT, 06897-0806
- Phone
- 203-563-1180
- Website
- HTTP://WWW.AISGROUP.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $358.3M
- Discretionary AUM
- $358.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 44
- Non-discretionary accounts
- 0
- Total accounts
- 44
- AUM per client
- $8.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $170.9M |
| Pooled investment vehicles | 5 | $186.9M |
| Individuals (other than high net worth individuals) | 1 | $430K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.