Investor Application

Open an
Account

Coming soon

Retail Investor

Open to all investors | No minimum | Individual IBKR account

CAAM manages equities in your individual Interactive Brokers account on a discretionary basis. Risk profiling, AI-powered research assistant, full portfolio transparency. 1.5% annual management fee, no performance fee.

Accredited Investor

Minimum $250,000 | Accredited verification required

Direct LP access to CPI and future CAAM strategies. Priority access to new fund launches. 2% annual management fee plus 20% performance allocation.

Create a username and password.

Confirm your email and identity.

Complete the application.

You'll need:

Personal and contact details.
Income and tax information.
Investment experience and objectives.
Funding details.

Step 1 of 3

Open anAccount

Create a Usernameand Password

Open an
Account

Create a Username
and Password