Public Charity

CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC

CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC is a Public Charity headquartered in AMHERST, MA. Financial data from the 2024 filing: $13.0M revenue, $12.5M expenses, $9.7M total assets. 1 publicly reported grants to this organization, totaling roughly $10K, appear in IRS filings.

EIN: 371428113 AMHERST, MA Latest filing: 2024
Total Revenue$13.0M
Total Expenses$12.5M
Total Assets$9.7M
Grant Records1
Funding Total$10K
Filing Years2020–2024

Mission

THE CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC. (CAIA) IS A GLOBAL PROFESSIONAL CREDENTIALING BODY DEDICATED TO CREATING GREATER ALIGNMENT, TRANSPARENCY, AND KNOWLEDGE FOR ALL INVESTORS, WITH A SPECIFIC EMPHASIS ON ALTERNATIVE INVESTMENTS. A MEMBER-DRIVEN ORGANIZATION REPRESENTING PROFESSIONALS IN MORE THAN 95 COUNTRIES, CAIA ASSOCIATION ADVOCATES FOR THE HIGHEST ETHICAL STANDARDS. ESTABLISH THE CHARTERED ALTERNATIVE INVESTMENT ANALYST DESIGNATION AS AN EDUCATIONAL STANDARD IN THE INVESTMENT INDUSTRY, PROVIDE MEMBERS WITH COMPREHENSIVE KNOWLEDGE OF ALTERNATIVE INVESTMENTS, ADVOCATE HIGH STANDARDS OF PROFESSIONAL CONDUCT, PROMOTE PROFESSIONAL DEVELOPMENT THROUGH ONGOING EDUCATION, FACILITATE COMMUNICATION AMONG INDUSTRY PROFESSIONALS.

Officers & Directors

MANAGING DIRECTOR/HEAD OF UNIFI Aaron Filbeck
DIRECTOR OF FINANCE/TREASURER Bradley Ambani
DIRECTOR OF CONTENT AND RESEARCH Christie Hamilton
DIRECTOR Dan Bienvenue
DIRECTOR Elena Manola-Bonthond
DIRECTOR Elizabeth Burton

Officer compensation and complete director data available with membership.

Top Grant Purposes

RESEARCH
$10,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $13.0M $12.5M $9.7M
2023 $11.3M $12.8M $8.5M
2022 $9.5M $11.3M $9.4M
2021 $9.9M $10.4M $10.8M
2020 $10.7M $10.1M $9.9M

Between 2020 and 2024, reported annual revenue grew from $10.7M to $13.0M (+22%), with total assets most recently reported at $9.7M.

Interactive year-over-year charts and full filing details available with membership.

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