CARITAS INVESTMENT ADVISORS LLC

CARITAS INVESTMENT ADVISORS LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 284777). Regulatory assets under management: $15.5M.

Registration

• CRD: 284777
• Type: Registered investment adviser
• Location: 50 CALIFORNIA STREET, SAN FRANCISCO, CA, 94111
• Phone: (415) 235-8000
• Latest filing: 2026-07-28
• Regulatory AUM: $15.5M
• Discretionary AUM: $15.5M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284777 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search