CDS JAMES INVESTMENTS, LLC

CDS JAMES INVESTMENTS, LLC of NEW ORLEANS, LA is an SEC-registered investment adviser (CRD 299741). Regulatory assets under management: $48.6M.

Registration

• CRD: 299741
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299741 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search