Investment adviser · CRD 164325

CARRIAGE SERVICES INVESTMENT ADVISORS, INC.

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Mar 27, 2026

Regulatory AUM: $308M
Client accounts: 124
Employees: 4
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	1	$278,298,212	90.3%
Other clients	Fewer than 5	$29,917,548	9.7%

Filing source

Form ADV 2084936 · Mar 27, 2026 · Item 5.D

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

Private funds & service providers

1 Private fund

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

STYX PRIVATE FUND, LLPOther Private Fund · Last reported Mar 27, 2026$278MGross asset value

Form D fundraising filings

Styx Private Fund LLP

Fund administrator REGIONS BANK HOUSTON, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor HARPER & PEARSON COMPANY, P.C. HOUSTON, Texas, United States

Custodian REGIONS BANK, N.A. BIRMINGHAM, Alabama, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

HARPER & PEARSON COMPANY, P.C.
PCAOB 431

Fund details & source

Fund ID: 805-4303843591
Reported beneficial owners: 108
Minimum commitment: $1
Form D file number: 021-248965

Form ADV 2084936 · Mar 27, 2026 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Mar 27, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

3040 POST OAK BLVD., SUITE 300
HOUSTON, TX, 77056, United States

CRD 164325

Filing source

Form ADV 2084936 · Mar 27, 2026 · 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.