Catholic Values Endowment Advisory Group LLC

Overview

Catholic Values Endowment Advisory Group LLC is organized as a limited liability company that functions primarily as a capital allocator and adviser. The firm’s stated advisory activity centers on selecting other advisers rather than running in-house investment boutiques. Billing arrangements listed for the firm include percentage-of-AUM fees alongside the option for hourly charges or fixed-fee engagements. The profile indicates the adviser does not characterize itself as an active ESG investor and is not flagged as a multistate or newly formed adviser; it also does not serve as a pension consultant or a related adviser to another registered firm.

Investments & Alternatives