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Building 2CATHOLIC INVESTMENT SERVICES, INC.

Map pinBOSTON, MA
Phone617-758-6588
NotebookSEC #801-88187
Total AUM
$1.5B
Employees
6
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 STATE STREET, 13TH FLOOR
BOSTON
MA 02109
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-758-6588

ReceiptFinancials

Total AUM
$1.5B
Accounts
8
Discretionary
$1.5B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$1.5B
Charitable Organization Clients
1
AUM
$51.7M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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