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Organizations Community Improvement & Capacity Building Chartered Alternative Investment Analyst Association Inc.

Chartered Alternative Investment Analyst Association Inc.

Fiscal year ending 2023. Filed on November 1, 2024.

11 Amity Street
Amherst, Massachusetts 01002

Chartered Alternative Investment Analyst Association Inc. (EIN: 37-1428113), also known as Caia, has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2023 IRS Form 990 filing, Chartered Alternative Investment Analyst Association Inc., a 501(c)(6) business league, reported compensation for 8 out of 48 total employees. Among the employees shown here, the average compensation is $275,286. The highest compensated employee at Chartered Alternative Investment Analyst Association Inc. is William Kelly with fiscal year 2023 compensation of $554,055.

Revenue, expenses, and employee compensation

Revenue

$11,328,305

Expenses

$12,790,651

Employee compensation

$5,838,934
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

William Kelly
Chief Executive Officer
$554,055
$523,299 No related comp$30,756
John Bowman
Executive Vice President
$406,081
$383,797 No related comp$22,284
Hossein Kazemi
Senior Advisor, Programming
$242,170
$214,070 No related comp$28,100
Ruth Carolan
Clerk/Chief Operating Officer
$234,388
$205,169 No related comp$29,219
Kristaps Licis
Senior Associate Director
$233,457
$221,627 No related comp$11,830
Aaron Filbeck
Managing Director/Head of Unifi
$187,251
$187,136 No related comp$115
Deborah McLean
Global HEAD of DEI
$179,996
$171,428 No related comp$8,568
Bradley Ambani
Director of Finance/Treasurer
$164,891
$154,751 No related comp$10,140

Benchmark Employee Compensation

Non-Employee Board Members

Anthony Cowell
Director
Elena Manola-Bonthond
Director
Elizabeth Burton
Director
Graeme Griffiths
Director
Gregory Brown
Director
Jayne Bok
Director
John Edward Inglis
Director
Melissa Ma
Director
Thomas Robinson
Director
Valerie Sill
Board Chair
William Ma
Director

Contractors

Adp Totalsource
Payroll and HR
$483,308
Ncs Pearson Inc.
Exam Administration
$462,924
Rooney Partners
Marketing Support
$176,138
Orrick Herrington & Sutcliffe LLP
Legal
$172,998
With Intelligence
Publishing
$142,489

Mission Statement

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.

Revisions to this organization profile

October 24, 2025:
2024 Chartered Alternative Investment Analyst Association Inc. 990 filed
November 1, 2024:
2023 Chartered Alternative Investment Analyst Association Inc. 990 filed
November 15, 2023:
2022 Chartered Alternative Investment Analyst Association Inc. 990 filed

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