Caris Investment Partners

Overview

Caris Investment Partners is a small, privately owned corporate RIA that manages portfolios primarily for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management services for both private clients and business or institutional accounts. Caris identifies equity exposure as its primary preference, is not an active ESG investor, and operates under a single-state regulatory footprint rather than as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives