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CARITAS INVESTMENT ADVISORS LLC
CRD 284777
50 CALIFORNIA STREET, 15TH FLOOR, SAN FRANCISCO, CA, 94111, United States
Phone
(415) 235-8000
Fax
(415) 785-4770
Registration
— (—)
Source
State registered
Total AUM
$9.5M
Discretionary AUM
$9.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $4.5M |
| High net worth individuals | 3 | $5.0M |
All web addresses on file
Official SEC filing: View on IAPD