CATHOLIC INVESTMENT SERVICES, INC.

Registration Details

Accession

crd-172467

Location

BOSTON, MA

Filing Date

June 29, 2026

AUM

$1.5B

Institutional Clients

7

Employees

6

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

7 private funds reported on Form ADV Schedule D 7.B.1, $1.5B in combined gross assets.

• CATHOLIC ENDOWMENT FUND, LPHedge Fund$1.1B
• CIS GLOBAL EQUITY FUND, LPHedge Fund$187.4M
• CIS CATHOLIC IMPACT FUND II, LPHedge Fund$68.9M
• CIS CATHOLIC IMPACT FUND III, LPHedge Fund$32.0M
• CIS DIVERSIFYING STRATEGIES FUND LPHedge Fund$26.4M
• CIS CATHOLIC IMPACT FUND, LPHedge Fund$25.4M
• CIS CATHOLIC VENTURE ACCESS FUND LPHedge Fund$11.6M

About this Adviser

CATHOLIC INVESTMENT SERVICES, INC. is a registered investment adviser headquartered in BOSTON, MA, managing approximately $1.5B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.