About the firm
CAS INVESTMENT PARTNERS LLC (“CAS”) is a United States investment adviser. Clifford Sosin founded the firm and serves as portfolio manager.
The firm researches and invests in public companies on behalf of funds and related accounts. Work is concentrated, research-driven, and conducted from the Westport office. This website describes the firm, how to reach the office, and the terms of 1:1 business texts sent as “Cliff’s assistant.”
CAS is not a retail brokerage, does not offer an online trading app, and does not operate a mass-marketing list from this site.
Contact
CAS INVESTMENT PARTNERS LLC8 Wright Street, Floor 1
Westport, CT 06880
United States
Please use the office phone or email for scheduling, documents, and other business with Clifford or his assistant. Voice calls are not recorded.
Text messages from Cliff’s assistant
CAS may send 1:1 business text messages from a dedicated number as “Cliff’s assistant.” These are scheduling, follow-up, and information requests with people Clifford already has a business relationship with. This is not a marketing list and not a blast. We do not sell this number list. We do not record voice calls.
Message and data rates may apply. Message frequency varies.
Reply STOP to opt out. We will confirm and will not text that number again unless you reply START.
Reply HELP for help, or email CliffSosinAssistant@casinvestmentpartners.com.
Consent is not a condition of purchase or of doing business with CAS. Mobile information is not sold or shared with third parties for promotional or marketing purposes.
How someone opts in (verbal)
A person calls +1 203-568-2474, or meets Clifford or his assistant at 8 Wright Street, Floor 1, Westport, CT 06880. That number and address are published on this page.
The representative says:
“By providing your phone number, you agree to receive SMS scheduling, follow-up, and information requests from Cliff’s assistant at CAS Investment Partners. Message frequency may vary. Standard message and data rates may apply. Reply STOP to opt out. Reply HELP for help. We will not share mobile information with third parties for promotional or marketing purposes.”
If the person says yes, we record the date, the number, and who asked. We then send a confirmation text: “You have agreed to receive SMS updates from Cliff’s assistant at CAS Investment Partners. Msg freq may vary. Std msg and data rates apply. Reply STOP to opt out, HELP for help.”
There is no website checkbox campaign and no purchased list.
Privacy
CAS INVESTMENT PARTNERS LLC does not sell mobile information. Phone numbers collected for the Cliff’s assistant SMS program are used only to send the 1:1 business messages described on this page and to honor STOP, START, and HELP requests.
Mobile information is not sold or shared with third parties for promotional or marketing purposes. We do not use this site to run advertising pixels or a marketing blast list.
Office correspondence, email, and phone (212-804-7660) are used for ordinary business operations of the investment adviser. For SMS help, reply HELP or write CliffSosinAssistant@casinvestmentpartners.com.
This privacy notice lives on this same page so carriers and counterparties can review it at https://sms.casinv.dev/#privacy.