CAI Manager provides portfolio management for pooled vehicles. The firm advises 13 private funds.
CAI Manager reports 13 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($2.18B across 13 accounts) are managed with discretion. Of its clients, 8% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 13 | $2.18B | 100.0% | $168M |
| Total | 13 | $2.18B | 100% | $168M |
- Clients
- 13
- Regulatory AUM
- $2.18B
- AUM share
- 100.0%
- Avg. per client
- $168M
Total
- Clients
- 13
- Regulatory AUM
- $2.18B
- AUM share
- 100%
- Avg. per client
- $168M
- Clients outside the U.S.
- 8%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 13
CAI Manager is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
William Green owns 75% or more of CAI Manager. The leadership team of CAI Manager includes Chief Compliance Officer Cynthia Jaggi. It has 17 employees, 12 of them in advisory roles.
Leadership
- Cynthia JaggiChief Compliance Officer & Partner
- William GreenManaging Partner & Limited Partner
Staff
- 17 employees
- 12 in advisory functions
- Owns 75% or more of Cai Manager LP
William Green
Control person · since July 2020
CAI Manager’s regulatory assets grew 9.2× from $236M (March 2021) to $2.18B (September 2026); clients rose from 5 to 13 and employees from 6 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $2.18B | 13 | 17 | 2 |
| March 2025 | $1.52B | 12 | 17 | 2 |
| March 2024 | $1.38B | 9 | 15 | 2 |
| July 2023 | $1.18B | 7 | 9 | 2 |
| July 2022 | $749M | 6 | 9 | 1 |
| March 2021 | $236M | 5 | 6 | 1 |
Besides its headquarters, CAI Manager has 1 office, with 2 listed addresses in California and New York.
California · 1 listed address
- 39 Forrest Street, Suite 201, Mill ValleyHQ
New York · 1 listed address
- 3 Columbus Circle, New York
Other business names
CAI Manager has reported 1 other business name to the SEC.
- Climate Adaptive Infrastructure
Contact and registration details
- Legal name
- Cai Manager LP
- Headquarters
- 39 Forrest Street, Suite 201, Mill Valley, CA 94941
- Website
- climateadaptiveinfra.com
- Phone
- 415-640-5422
- SEC file
- 801-119761
- Structure
- Delaware limited partnership
- Fiscal year end
- December
CAI Manager has custody of client assets.
How many clients does CAI Manager have?
CAI Manager has 13 clients and manages $2.18 billion for them, as of September 2026. They include 13 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does CAI Manager offer?
CAI Manager provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does CAI Manager have?
CAI Manager has 0 investment adviser representatives registered with state securities authorities, out of 17 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns CAI Manager?
CAI Manager’s direct owner is William Green (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does CAI Manager get paid?
CAI Manager is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact CAI Manager?
CAI Manager’s main office is at 39 Forrest Street, Suite 201, Mill Valley, CA 94941. Its phone number is 415-640-5422. Its website is climateadaptiveinfra.com.