Catholic Investment Services, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 172467
- Registered since
- April 21, 2015
- Website
- catholicinvest.org
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles96.59%
- Charitable Organizations3.41%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Catholic Investment Services, Inc. is a corporate investment adviser registered with the SEC in 2015 that operates with a hedge-fund orientation and an individual owner. The firm serves institutional clients and provides portfolio management for pooled investment vehicles and for businesses or institutions. It also operates in the capacity of a commodity pool operator or commodity trading adviser. Fee arrangements are based on a percentage of assets under management. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Private Funds22%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4
Andrew Chica
Chief Compliance OfficerCRD 3087253
Paul Stevens
Former President and CEOCRD 2969470
Thomas Lanctot
Chief Executive OfficerCRD 4213581
Contacts
3 of 5
Scott Malpass
Co-Founder & Managing PartnerCRD 2532347
John Brennan
Chairman EmeritusCRD 1567065
Paulita Pike
PartnerCRD 7357716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 200 State St
- Time zone
- ET (UTC-5)
- Office locations
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