CARIS INVESTMENT PARTNERS

CARIS INVESTMENT PARTNERS is an SEC-registered investment adviser (CRD 305511). Regulatory assets under management: $48.4M.

Registration

• CRD: 305511
• Type: Registered investment adviser
• Phone: 858-204-7873
• Latest filing: 2026-04-13
• Regulatory AUM: $48.4M
• Discretionary AUM: $48.4M
• Clients: 1
• Accounts: 133

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 305511 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search