CAIRD INVESTMENTS

Overview

Caird Investments is a small, institution-focused investment adviser organized as a limited liability company that provides discretionary portfolio management for businesses and other institutional clients. The firm runs a concentrated, manager-driven model: it relies on third‑party managers for alternatives exposure and structures solutions around credit and hedge strategies rather than broad retail multi‑product platforms. Fee arrangements include percentage‑of‑AUM and fixed fees, with additional fee components possible. Caird Investments does not identify as an active ESG investor and appears to operate a compact, single‑client advisory setup rather than a broad retail or multi‑state practice.

Assets & Accounts

Investments & Alternatives

Location & Offices