Investment adviser · CRD 104721

CATHOLIC FOUNDATION

Investment adviser filing (IA)

THE CATHOLIC FOUNDATION

DALLAS, TX, United States · Form ADV filed Mar 18, 2014

Regulatory AUM
$161M
Form ADV · Item 5.F
Client accounts
73
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
1
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 18, 2014. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

5310 HARVEST HILL RD., SUITE 248
DALLAS, TX, 75230, United States

CRD 104721

Filing source

Form ADV 792916 · Mar 18, 2014 · 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.