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

Chartered Alternative Investment Analyst Association Inc.

Fiscal year ending 2024. Filed on October 24, 2025.

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 2024 IRS Form 990 filing, Chartered Alternative Investment Analyst Association Inc., a 501(c)(6) business league, reported compensation for 8 out of 47 total employees. Among the employees shown here, the average compensation is $288,619. The highest compensated employee at Chartered Alternative Investment Analyst Association Inc. is William Kelly with fiscal year 2024 compensation of $575,189.

Revenue, expenses, and employee compensation

Revenue

$13,003,658

Expenses

$12,492,691

Employee compensation

$5,847,207
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

William Kelly
CEO Until 12/31/24
$575,189
$470,777 No related comp$104,412
John Bowman
Executive Vice President
$447,494
$407,442 No related comp$40,052
Kristaps Licis
Senior Associate Director of Exams
$257,860
$219,676 No related comp$38,184
Ruth Carolan
Clerk/Chief Operating Officer
$249,426
$205,852 No related comp$43,574
Aaron Filbeck
Managing Director/Head of Unifi
$205,588
$196,254 No related comp$9,334
Bradley Ambani
Director of Finance/Treasurer
$197,513
$163,984 No related comp$33,529
Steven Novakovic
Managing Director of Educational Programs
$196,373
$182,195 No related comp$14,178
Christie Hamilton
Director of Content and Research
$179,507
$162,602 No related comp$16,905

Benchmark Employee Compensation

Non-Employee Board Members

Dan Bienvenue
Director
Elena Manola-Bonthond
Director
Elizabeth Burton
Director
Graeme Griffiths
Director
Gregory Brown
Director
Jayne Bok
Director
Thomas Robinson
Director
Valerie Sill
Board Chair
William Ma
Director

Contractors

Ncs Pearson Inc.
Exam Administration
$273,938
Benchprep
Curriculum
$266,203
Abila
Crm Support
$266,203
Rooney Partners
Marketing Support
$163,173
With Intelligence
Publishing
$125,000

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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