# CARITAS INVESTMENT ADVISORS LLC

CARITAS INVESTMENT ADVISORS LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 284777
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284777/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284777/similar
- Related entities: https://search.stillhousedata.com/firm/284777/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284777

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.