CASI INVESTMENTS

CASI INVESTMENTS of BALTIMORE, MD is an SEC-registered investment adviser (CRD 116063). Regulatory assets under management: $120K.

Registration

• CRD: 116063
• Type: Registered investment adviser
• Location: 1425 EUTAW PLACE, BALTIMORE, MD, 21217
• Phone: 410-400-3950
• Latest filing: 2024-05-14
• Regulatory AUM: $120K
• Discretionary AUM: $120K
• Clients: 2
• Accounts: 67

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116063 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search