Catholic Investment Services, Inc. is an SEC-registered investment adviser based in Boston, MA that reports managing 7 hedge funds on Form ADV. It reports $1.5 billion in regulatory assets under management. Its private funds, of all types, hold $1.5 billion in gross assets.
- Regulatory assets under management
- $1.5 billionForm ADV Item 5.F
- Gross assets of private funds
- $1.5 billionAll private fund types, Form ADV
- Hedge funds managed
- 77 private funds in total
- Employees
- 6Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 172467
- Latest Form ADV
- 06/29/2026Disciplinary disclosures: none reported
Hedge funds filing Form D (1)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private equity funds filing Form D (1)
Matched to this firm by the fund names and related persons in each Form D. The list may be incomplete.
Private funds reported on Form ADV (6)
As reported in the adviser's Form ADV filed Jun 28, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures