CATHOLIC INVESTMENT SERVICES, INC. of BOSTON, MA is an SEC-registered investment adviser (CRD 172467). Regulatory assets under management: $1.5B.
Compensation: % of AUM.
Clients served: Pooled vehicles, Investment cos.
Showing 25 of 29 people.
| Name | Role | Location |
|---|---|---|
| Andrew Paul Chica | CHIEF COMPLIANCE OFFICER | Raleigh, NC |
| Dixon R Doll | TRUSTEE | Menlo Park, CA |
| Scott Charles Malpass | CHAIRMAN AND TRUSTEE | — |
| John Joseph Brennan | TRUSTEE | — |
| Thomas Edward Lanctot | TREASURER AND TRUSTEE | — |
| Paul Schott Stevens | TRUSTEE | — |
| Paulita Pike | TRUSTEE | — |
| David Louis Taiclet | TRUSTEE | — |
| Irene Mary O'Neill | TRUSTEE | — |
| Timothy Raymond D'Arcy | CHIEF EXECUTIVE OFFICER AND PRESIDENT | — |
| CLOUGH CHARLES INGALLS | TRUSTEE | — |
| BRENNAN JOHN JOSEPH | CHAIRMAN AND TRUSTEE; TRUSTEE | — |
| WETTERGREEN TERRY ANNE | CHIEF COMPLIANCE OFFICER | — |
| PAYDEN JOAN ANN | TRUSTEE | — |
| DOLL MARY R | TRUSTEE | — |
| CHICA ANDREW PAUL | CHIEF COMPLIANCE OFFICER | — |
| MALPASS SCOTT CHARLES | CHAIRMAN AND TRUSTEE; SECRETARY AND TRUSTEE | — |
| SCAVETTI JOSEPH JULIAN | CHIEF COMPLIANCE OFFICER | — |
| JETON PETER CLIFFORD | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND TRUSTEE; VICE-CHAIRMAN | — |
| LANCTOT THOMAS EDWARD | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND TRUSTEE; TRUSTEE | — |
| AMWEG ROBERT FREDERICK | CHIEF COMPLIANCE OFFICER | — |
| RABIAS FRANCES | CHIEF COMPLIANCE OFFICER | — |
| JETON PETER C | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND TRUSTEE | — |
| TAICLET DAVID LOUIS | TRUSTEE | — |
| DESCOTEAUX DIANNE | CHIEF COMPLIANCE OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CATHOLIC ENDOWMENT FUND, LP | Hedge Fund | Delaware | 52 | $1.1B | $5.0M |
| CIS GLOBAL EQUITY FUND, LP | Hedge Fund | Delaware | 3 | $187.4M | $500K |
| CIS CATHOLIC IMPACT FUND II, LP | Hedge Fund | Delaware | 23 | $68.9M | $5.0M |
| CIS CATHOLIC IMPACT FUND III, LP | Hedge Fund | Delaware | 16 | $32.0M | $250K |
| CIS DIVERSIFYING STRATEGIES FUND LP | Hedge Fund | Delaware | 7 | $26.4M | $500K |
| CIS CATHOLIC IMPACT FUND, LP | Hedge Fund | Delaware | 7 | $25.4M | $5.0M |
| CIS CATHOLIC VENTURE ACCESS FUND LP | Hedge Fund | Delaware | 5 | $11.6M | $500K |