| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Styx Private Fund, LLP | Other Private | $254.1M | $1 |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Carriage Services, Inc. Control | Sole Stockholder | Over 75% | 2012 |
| John Enwright Control | Treasurer | Under 5% | 2025 |
| Steven Douglas Metzger Control | President | Under 5% | 2025 |
Carriage Services Investment Advisors, Inc. reports $280.3 million in regulatory assets under management on its Form ADV.
Carriage Services Investment Advisors, Inc. manages 1 private funds with combined gross assets of $254.1 million.
Carriage Services Investment Advisors, Inc. reports 5 employees.
Carriage Services Investment Advisors, Inc. is based in Houston, TX and has been SEC-registered since 2012.
Carriage Services Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3040 Post Oak Blvd., Suite 300, Houston, TX 77056 |
| Phone | 713-332-8400 |
| Fax | 713-332-5399 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $279.7M |
| Non-discretionary | $544K |
| Total (RAUM) | $280.3M |