Caris Investment Partners

Overview

Caris Investment Partners is a privately owned corporation that provides discretionary portfolio management predominantly for individual and family clients, with capabilities to manage accounts for small businesses and institutional entities. The firm charges fees as a percentage of assets under management and reports a preference for equity-oriented investments. It does not identify as an active ESG investor and does not operate as a multi-state adviser. Regulatory registration year is not provided in the source data. Advisory activity centers on managed portfolios rather than acting as a capital allocator; the firm appears to run separately managed accounts and pooled vehicles tailored to individuals, families and business clients rather than operating as a fund-of-funds allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives