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Wednesday, August 19, 2026The Morning Brief →Sign in
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iCapital

BOSTON, MA
CRD: 122816
In PWD coverage since August 14, 2026 · 7 stories
$1.5BRegulatory AUMSEC Form ADV · Aug 15
9EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Jun 15, 26Deal announcedRFG
PWD coverage
portfolio

CAIS doubles to $2 billion, and the cap table becomes diligence

A $170 million round at double the last valuation makes the platform's own investor roster part of private-market due diligence.
allocators · Aug 19Advisor demand for alternatives shifts to delivery
Features · Aug 19Blackstone sells BREIT's easiest exit to fund its longest bet
portfolio · Aug 18Franklin Templeton packages private markets into model portfolios
allocators · Aug 18Alternatives adoption intent nearly triples as scale becomes the bottleneck
RIA · Aug 14CAIS doubles valuation to $2B with $170M Vista Equity raise
RIA · Aug 14Advisor Alts Demand Stays Strong; Analytics Top Tech Priority
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