Caritas Investment Advisors LLC

Overview

Caritas Investment Advisors LLC is a California-based, owner-operated limited liability company focused on portfolio management for individual and small-business clients. The firm also operates as a real estate broker, and that activity is reflected in its business profile. Caritas charges clients on a percentage-of-AUM basis and serves a client base composed primarily of individuals and families. The adviser is not positioned as an ESG investor and reports activity concentrated at the state level rather than across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices