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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | AUM | $183,200,897 | $358,299,608 | increased by$175,098,711 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 60 | 44 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $198,275,805 | $183,200,897 | decreased by$15,074,908 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 57 | 44 | decreased by13 |
| Apr 1, 2022 | Clients | 62 | 60 | decreased by2 |
| Apr 1, 2022 | AUM | $174,859,981 | $198,275,805 | increased by$23,415,824 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AIS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AIS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.