Caird Investment Partners, LLC
● SEC registered since 2025CRD 334504SEC# 801-132104Dallas, TX
Reg. AUM
$413.2M
Employees
8
Accounts
1
Location
Dallas, TX
Caird Investment Partners, LLC assets under management
Caird Investment Partners, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2025. It reports $413.2 million in regulatory assets under management and employs 8 people.
Caird Investment Partners, LLC owners & executives
2 reported| 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 |
Frequently asked questions
How much does Caird Investment Partners, LLC manage?
Caird Investment Partners, LLC reports $413.2 million in regulatory assets under management on its Form ADV.
How many employees does Caird Investment Partners, LLC have?
Caird Investment Partners, LLC reports 8 employees.
Where is Caird Investment Partners, LLC located?
Caird Investment Partners, LLC is based in Dallas, TX and has been SEC-registered since 2025.
Does Caird Investment Partners, LLC disclose fund performance?
Caird Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$413.2M▼ 9%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$413.2Mregulatory AUM
Discretionary $413.2M