Caird Investments

Overview

Caird Investments is a limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2025 and is owned by an individual. Its client focus is institutional, and its advisory work centers on portfolio management for businesses and other institutional entities. Fee arrangements include percentage-of-AUM fees, fixed fees and other fee types. Caird does not list itself as a capital allocator and is not positioned as an ESG-focused adviser. It is neither a multi-state adviser nor a pension consultant, and it does not identify any related adviser affiliations.

Assets & Accounts

Investments & Alternatives