| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Catholic Endowment Fund, LP | Hedge | $909.2M | $5M |
| Cis Global Equity Fund, LP | Hedge | $168.8M | $500K |
| Cis Catholic Impact Fund II, LP | Hedge | $61.8M | $5M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Paul Chica | Chief Compliance Officer | Under 5% | 2024 |
| David Louis Taiclet Control | Trustee | Under 5% | 2023 |
| Dixon R. Doll Control | Trustee | Under 5% | 2020 |
Catholic Investment Services, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
Catholic Investment Services, Inc. manages 7 private funds with combined gross assets of $1.2 billion.
Catholic Investment Services, Inc. reports 6 employees.
Catholic Investment Services, Inc. is based in Boston, MA and has been SEC-registered since 2015.
Catholic Investment Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 200 State Street, 13th Floor, Boston, MA 02109 |
| Phone | 617-758-6588 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.27B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.27B |