Caritas Investment Advisors LLC

Overview

Caritas Investment Advisors LLC is a small, privately owned registered advisory organized as an LLC that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and provides portfolio management services geared to individuals and small businesses. In addition to advisory work, the firm is also registered as a real estate broker, which appears to inform some of its investment activity. The adviser is not positioned as a multi-state or ESG-focused manager and is described as an individually owned, unclassified firm rather than part of a larger independent or institutional network. Its operating model centers on bespoke portfolio management rather than pension consulting or capital allocation to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices