Coatue, a leading global investment firm known for its deep research-driven approach to technology investing, today announced that Coatue Innovative Strategies Fund (CTEK) is now available on CAIS, the leading alternative investment platform for financial advisors.
The addition expands access to Coatue’s public-private investment approach across the CAIS platform, which connects more than 62,000 financial advisors at over 2,000 wealth management firms to a curated range of alternative investment and capital market strategies.
“Coatue has spent decades at the intersection of technology and investing, and CTEK reflects that depth across both public and private markets,” said Nathan Urquhart, Co-President and Head of Strategy at Coatue. “Artificial intelligence is redefining how industries operate and where the most compelling investment opportunities exist, and advisors and their clients should have a sophisticated way to access that opportunity.”
CTEK is a tender offer fund that provides exposure to innovation-driven companies across public and private markets that seeks to manage risk responsibly. The strategy launched in 2025 with a $1 billion anchor commitment from Bezos Expeditions and DFO Management, LLC, the family investment offices of Jeff Bezos and Michael Dell.
“Technology is redefining every corner of the economy, and the investment opportunities that follow are spanning both public and private markets in ways we’ve never seen before,” said Brad Walker, Co-President of CAIS. “We’re thrilled to welcome Coatue to the CAIS platform, bringing one of the most respected, technology-focused investment firms directly to the independent advisors we serve. This collaboration enables advisors to provide their clients with access to this innovation cycle with the same sophistication as the world’s leading institutions.”
About Coatue
Coatue is a global technology investment platform with more than $70 billion in assets under management. Coatue’s integrated team of investors, technologists, and data scientists invests across public and private markets through a range of strategies. The firm is known for its long-standing, research-driven approach to backing companies shaping the future of technology. Further information is available at www.coatue.com. Follow Coatue Management on LinkedIn and @Coatuemgmt on X.
About CAIS
CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments and capital market strategies providing financial advisors and alternative asset managers with a single operating system for scale and efficiency.
CAIS serves over 2,000 wealth management firms that support more than 62,000 financial advisors who oversee approximately $7.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in Austin, TX; London; and Red Bank, NJ.
CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others.
For more information about CAIS, please visit www.caisgroup.com.
Securities offered through CAIS Capital LLC, member FINRA, SIPC.
Important Information
An investor should consider the investment objectives, risks, and charges and expenses of the fund carefully before investing. A prospectus which contains this and other information about the fund may be obtained by visiting www.CoatueCTEK.com. The prospectus should be read carefully before investing.
The Coatue Innovative Strategies Fund is distributed by Foreside Fund Services, LLC.
An investment in the Fund is speculative with a substantial risk of loss. You should carefully consider these risks together with all of the other information contained in this Prospectus before making a decision to invest in the Fund. The Fund has no operating history.
Shares are not listed on any securities exchange, and it is not anticipated that a secondary market for Shares will develop. Although the Fund may offer to repurchase Shares from time to time, Shares will not be redeemable at an investor’s option nor will they be exchangeable for shares of any other fund. As a result, an investor may not be able to sell or otherwise liquidate his or her Shares. The Adviser intends to recommend that, in normal market conditions, the Fund’s Board of Trustees conduct quarterly repurchase offers of no more than 5% of the Fund’s net assets.
AI is an emerging technology and, as a result, is subject to a higher level of risk and uncertainty than more established industries/sectors. The AI Companies, including potential Coatue investments, could be adversely affected if AI adoption is slower, more limited or less successful than anticipated. Risks to the extent, pace and success of AI adoption include, but are not limited to the following: o The legal and regulatory landscape surrounding AI technologies is rapidly evolving and uncertain, including in the areas of intellectual property, cybersecurity, privacy and data protection. Compliance with new or changing laws, regulations or industry standards relating to AI may impose significant operational costs on AI Companies and may limit the extent, pace and success of AI adoption more generally. Failure to appropriately respond to this evolving landscape also may result in legal liability, regulatory action, or brand and reputational harm and have a material adverse effect on particular AI Companies in which Coatue may invest.
Demand for AI technologies will also depend on a number of other factors including, without limitation, the ability of AI Companies to produce AI-related products and services that create demonstrable efficiencies and cost-savings for their end-users; and the ability of end-users to make substantial investments in AI technologies.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260512881904/en/
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