Chartered Alternative Investment Analyst Association
The global body that grants the CAIA designation, the professional standard for expertise in alternative investments.
Financial profile
Chartered Alternative Investment Analyst Association · EIN 37-1428113 · 501(c)(6)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $11,328,305 | $75,000 | $10,772,788 | $12,790,651 | $19,444 | Dec 2023 |
| FY2022 | $9,521,517 | $150,000 | $9,085,084 | $11,251,406 | $1,412,690 | Dec 2022 |
| FY2021 | $9,878,929 | $688,926 | $9,108,477 | $10,426,795 | $3,150,121 | Dec 2021 |
| FY2020 | $10,681,524 | $0 | $10,585,047 | $10,136,756 | $3,713,839 | Dec 2020 |
| FY2019 | $10,943,874 | $0 | $10,751,885 | $11,126,929 | $3,258,431 | Dec 2019 |
| FY2018 | $10,316,703 | $10,000 | $10,201,333 | $10,136,704 | $3,468,043 | Dec 2018 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies Chartered Alternative Investment Analyst Association is read alongside.
CI
CFA Institute
A global not-for-profit that administers the CFA charter and specialized certificates, sets industry…
IAA
Investment Adviser Association
The leading voice of fiduciary investment advisers, representing registered advisory firms before regulators…
40 companies named
CFPBS
Certified Financial Planner Board of Standards
The standards-setting and certifying body for the CFP mark in the United States, defining education…
18 companies named
MFA
Managed Funds Association
The trade association for the global alternative asset management industry, representing hedge funds and…
12 companies named
ICI
Investment Company Institute
The trade association for regulated investment funds, the leading voice and data authority for mutual funds…
42 companies named
Who backs CAIAA
No public supporter list found as of September 2026.
Who backs Chartered Alternative Investment Analyst Association's peers, but not Chartered Alternative Investment Analyst Association
Companies named publicly by at least one of Chartered Alternative Investment Analyst Association's five peer societies, and not found in Chartered Alternative Investment Analyst Association's reviewed public records.
| Company | IAA | CFPBS | MFA | ICI | Peers |
|---|---|---|---|---|---|
| Charles Schwab Advisor Services | Premier Strategic Partners | Visionary Circle | 2 of 4 | ||
| Citi | Prime Partners | Named | 2 of 4 | ||
| Ropes-Gray | Named | Named | 2 of 4 | ||
| Stradley-Ronon-Logo | Named | Named | 2 of 4 | ||
| Aberdeen Investments | Named | 1 of 4 | |||
| ACA Group | Premier Strategic Partners | 1 of 4 | |||
| Aero-Spike | Platinum Sponsor | 1 of 4 | |||
| Agile-Legal | Named | 1 of 4 | |||
| Akin | Prime Partners | 1 of 4 | |||
| Arcesium | Gold Sponsors | 1 of 4 | |||
| AssetMark | Leaders Circle | 1 of 4 | |||
| ATOZ logo | Named | 1 of 4 | |||
| Ballentine Partners | Leaders Circle | 1 of 4 | |||
| Berkshire Global Advisors | Core Strategic Partners | 1 of 4 | |||
| BNY Mellon | Named | 1 of 4 | |||
| BofA Securities | Prime Partners | 1 of 4 | |||
| Broadridge | Named | 1 of 4 | |||
| CeriFi Dalton Education | Benefactors Circle | 1 of 4 | |||
| Clough Capital logo | Named | 1 of 4 | |||
| Cohen & Co logo | Named | 1 of 4 | |||
| College for Financial Planning® — a Kaplan Company | Benefactors Circle | 1 of 4 | |||
| Command Financial logo | Named | 1 of 4 | |||
| Compliance-Advisor-STP | Named | 1 of 4 | |||
| COMPLY | Educational Partners | 1 of 4 | |||
| Confluence | Named | 1 of 4 | |||
| CyberSecureRIA | Named | 1 of 4 | |||
| Dalton | Named | 1 of 4 | |||
| Davis Polk logo | Named | 1 of 4 | |||
| Dechert logo | Named | 1 of 4 | |||
| Deloitte | Named | 1 of 4 | |||
| DFIN | Named | 1 of 4 | |||
| DFPPartners | Named | 1 of 4 | |||
| ECI | Gold Sponsors | 1 of 4 | |||
| Edward Jones | Leaders Circle | 1 of 4 | |||
| Egnyte | Core Strategic Partners | 1 of 4 | |||
| Envestnet | Named | 1 of 4 | |||
| Equitable Foundation | Leaders Circle | 1 of 4 | |||
| Faegre Drinker | Named | 1 of 4 | |||
| Fairview | Core Strategic Partners | 1 of 4 | |||
| Fellow | Silver Sponsor | 1 of 4 | |||
| Fidelity Foundation | Pinnacle Circle | 1 of 4 | |||
| FundGuard logo | Named | 1 of 4 | |||
| Goodwin logo | Named | 1 of 4 | |||
| Grant Thornton | Named | 1 of 4 | |||
| Greenboard | Named | 1 of 4 | |||
| hadrius | Named | 1 of 4 | |||
| Havoc-Defense | Named | 1 of 4 | |||
| Helios | Named | 1 of 4 | |||
| HSBC Global Banking and Markets | Prime Partners | 1 of 4 | |||
| iCapital logo | Named | 1 of 4 | |||
| J.P. Morgan | Prime Partners | 1 of 4 | |||
| Katten | Named | 1 of 4 | |||
| Key Wealth | Leaders Circle | 1 of 4 | |||
| Kirkland & Ellis logo | Named | 1 of 4 | |||
| KL_Gates | Named | 1 of 4 | |||
| Kroll | Named | 1 of 4 | |||
| Lincoln International logo | Named | 1 of 4 | |||
| LPL Foundation | Pinnacle Circle | 1 of 4 | |||
| LSEG logo | Named | 1 of 4 | |||
| McDermott Will & Schulte | Prime Partners | 1 of 4 | |||
| MCO | Named | 1 of 4 | |||
| Merrill, A Bank of America Company | Chairs Circle | 1 of 4 | |||
| Mirrorweb | Named | 1 of 4 | |||
| Morgan Stanley | Leaders Circle | 1 of 4 | |||
| Morrison Foerster logo | Named | 1 of 4 | |||
| Ncontracts | Named | 1 of 4 | |||
| Norm Ai | Premier Strategic Partners | 1 of 4 | |||
| Northwestern Mutual | Pinnacle Circle | 1 of 4 | |||
| OnCorps logo | Named | 1 of 4 | |||
| OppEff | Named | 1 of 4 | |||
| Optima_Partners | Named | 1 of 4 | |||
| Prosek logo | Named | 1 of 4 | |||
| PwC logo | Named | 1 of 4 | |||
| Quality Edgar Solutions logo | Named | 1 of 4 | |||
| Quest-CE | Named | 1 of 4 | |||
| Red Oak Compliance Solutions | Core Strategic Partners | 1 of 4 | |||
| RegEd | Named | 1 of 4 | |||
| Renaissance-RRS | Named | 1 of 4 | |||
| Ridgeline_logo | Named | 1 of 4 | |||
| RSM logo | Named | 1 of 4 | |||
| Saifr | Named | 1 of 4 | |||
| Salus GRC | Core Strategic Partners | 1 of 4 | |||
| Seward & Kissel logo | Named | 1 of 4 | |||
| Sidley | Prime Partners | 1 of 4 | |||
| Sidley | Named | 1 of 4 | |||
| Simpson Thacher logo | Named | 1 of 4 | |||
| Skadden logo | Named | 1 of 4 | |||
| Skematic | Named | 1 of 4 | |||
| smartria | Named | 1 of 4 | |||
| SS&C Advent | Premier Strategic Partners | 1 of 4 | |||
| SS&C logo | Named | 1 of 4 | |||
| StarkStark | Named | 1 of 4 | |||
| Stout logo | Named | 1 of 4 | |||
| StratiFi | Named | 1 of 4 | |||
| Taxand logo | Named | 1 of 4 | |||
| Thrivent | Named | 1 of 4 | |||
| UBS Investment Bank | Host | 1 of 4 | |||
| Ultimus logo | Named | 1 of 4 | |||
| Vanguard | Pinnacle Circle | 1 of 4 | |||
| Vedder logo | Named | 1 of 4 | |||
| Venable logo | Named | 1 of 4 | |||
| Virtu Financial logo | Named | 1 of 4 | |||
| Voyant | Named | 1 of 4 | |||
| VRC Logo | Named | 1 of 4 | |||
| Watts-PR-Group | Named | 1 of 4 | |||
| Willkie | Named | 1 of 4 | |||
| Wolf & Company | Core Strategic Partners | 1 of 4 | |||
| WTax logo | Named | 1 of 4 |
The outside view
The global body that grants the CAIA designation, the professional standard for expertise in alternative investments.
- Authority
- Build
- Inward
- Operational
Their shape
The Citadel
Led from the center, built to endure.
The Citadel runs on clarity and decisiveness, its direction held by a strong center the whole organization moves behind. Its gift is speed and coherence, its challenge is leaning too heavily on the few at the middle.
Also reads toward The Guild, The Frontier and The Republic.
Strengths
Not an official page of Chartered Alternative Investment Analyst Association. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.