Investment adviser · CRD 149970

CARITAS CAPITAL, LLC

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Mar 14, 2013

Regulatory AUM
$7.39M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 14, 2013. View historical filings

Reported services

Investment company portfolio management

Compensation

Percentage of assets

Principal office

5950 FAIRVIEW ROAD, SUITE 610-A
CHARLOTTE, NC, 28210, United States

CRD 149970

Filing source

Form ADV 713060 · Mar 14, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.