| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Benjamin Marshall Control | Chief Executive Officer / Managing Member | Over 75% | 2024 |
| Michael James Schott Control | Chief Compliance Officer / Managing Member | 10-25% | 2024 |
Caird Investment Partners, LLC reports $456.1 million in regulatory assets under management on its Form ADV.
Caird Investment Partners, LLC reports 8 employees.
Caird Investment Partners, LLC is based in Dallas, TX and has been SEC-registered since 2025.
Caird Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3500 Maple Ave, Suite 1580, Dallas, TX 75219 |
| Phone | (469)729-0530 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $456.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $456.1M |