CATHOLIC INVESTMENT SERVICES, INC.

Overview

Catholic Investment Services, Inc. operates as a hedge-fund–focused advisory business serving institutional clients. The firm acts as a commodity pool operator/commodity trading advisor in addition to providing portfolio management for pooled investment vehicles and for businesses or institutions. Its business model is fee-driven (percentage of AUM) and centers on managing pooled alternative strategies rather than broad retail wealth-management offerings. Public-equity exposure appears to be used as a smaller liquid sleeve, while the firm’s primary allocation and activity is inside its private/pooled funds. Catholic Investment Services, Inc. does not identify as an active ESG investor. The adviser is structured as a corporation with individual ownership and is registered to provide advisory services since 2015.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices