Catholic Investment Services, Inc.
● SEC registered since 2015CRD 172467SEC# 801-88187Boston, MA
Ranks #2,496 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.52B
Fund GAV
$1.47B
Private funds
7
Employees
6
Accounts
8
Location
Boston, MA
Catholic Investment Services, Inc. assets under management
Catholic Investment Services, Inc. is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2015. It reports $1.5 billion in regulatory assets under management and employs 6 people. Catholic Investment Services, Inc. manages 7 private funds with combined gross assets of $1.5 billion, including Catholic Endowment Fund, LP. By regulatory assets, it ranks 2,496 of 6,004 private fund managers.
Catholic Investment Services, Inc. private funds
7 funds · $1.47B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Catholic Endowment Fund, LP | Hedge | $1.11B | $5M |
| Cis Global Equity Fund, LP | Hedge | $187.4M | $500K |
| Cis Catholic Impact Fund II, LP | Hedge | $68.9M | $5M |
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Join to unlock · $37/moCatholic Investment Services, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Paul Chica | Chief Compliance Officer | Under 5% | 2024 |
| David Louis Taiclet Control | Trustee | Under 5% | 2023 |
| Irene Mary O'Neill Control | Trustee | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Catholic Investment Services, Inc. manage?
Catholic Investment Services, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.
How many private funds does Catholic Investment Services, Inc. manage?
Catholic Investment Services, Inc. manages 7 private funds with combined gross assets of $1.5 billion.
How many employees does Catholic Investment Services, Inc. have?
Catholic Investment Services, Inc. reports 6 employees.
Where is Catholic Investment Services, Inc. located?
Catholic Investment Services, Inc. is based in Boston, MA and has been SEC-registered since 2015.
Does Catholic Investment Services, Inc. disclose fund performance?
Catholic Investment Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.52B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
AUM vs fund managersTop 42%
Larger than 58% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.52Bregulatory AUM
Discretionary $1.52B