CARITAS INVESTMENT ADVISORS LLC

Overview

Caritas Investment Advisors LLC is organized as a limited liability company and is owned by an individual. The firm focuses on serving individual and family clients, offering portfolio management for individuals and small businesses and operating as a real estate broker as part of its business activities. Its advisory fees are charged as a percentage of assets under management. The firm does not present itself as an active ESG investor, is not identified as a multi-state adviser, and is not described as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices