Caritas Investment Advisors LLC

Overview

Caritas Investment Advisors LLC is an SEC-registered limited liability company that provides portfolio management primarily to individual and family clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses among its advisory activities. Caritas also operates as a real estate broker, an affiliation that appears to align with its use of real estate-related investments. The firm does not position itself as an ESG investor and is not described as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices