# CDS JAMES INVESTMENTS, LLC

CDS JAMES INVESTMENTS, LLC of NEW ORLEANS, LA is an SEC-registered investment adviser.

## Registration

- CRD: 299741
- Type: SEC-registered investment adviser
- Location: 318 HARRISON AVE, NEW ORLEANS, LA, 70124
- Phone: 337-221-0991
- Latest filing: 2026-03-11
- Regulatory AUM: $48.6M
- Discretionary AUM: $48.1M
- Non-discretionary AUM: $494K
- Clients: 1
- Accounts: 148

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299741/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299741/similar
- Related entities: https://search.stillhousedata.com/firm/299741/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299741

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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.