Data / Investment advisers / Massachusetts / Catholic Investment Services, Inc.
Catholic Investment Services, Inc., Boston, MA: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Catholic Investment Services, Inc. is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $1.5 billion in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management. It advises 7 private funds.
The request: Watch Catholic Investment Services, Inc. (CRD number 172467): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 172467
- SEC file number
- 801-88187
- SEC status
- Approved, effective April 21, 2015
- Main office
- 200 State Street, 13th Floor, Boston, MA 02109
- Phone
- (617) 758-6588
- Website
- catholicinvest.org
- Regulatory AUM
- $1,516,759,419 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $1,516,759,419
- Accounts
- 8
- Employees
- 6, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 7: 7 hedge funds
- Gross assets of private funds
- $1,465,043,917
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $1.47 billion |
| Charitable organizations | Fewer than 5 | $51.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.52 billion | March 30, 2026 |
| December 1, 2025 | $1.27 billion | June 30, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| J.M. Forbes & Co. LLP | Boston | $1.67 billion | Not listed | adviserinfo.sec.gov |
| Bain Capital Partnership Strategies, LP | Boston | $1.65 billion | 7 | adviserinfo.sec.gov |
| Penobscot Investment Management Company, Inc. | Boston | $1.64 billion | Not listed | adviserinfo.sec.gov |
| Shellback Capital, LP | Boston | $1.63 billion | 1 | adviserinfo.sec.gov |
| Silverarc Capital Management, LLC | Boston | $1.61 billion | 3 | adviserinfo.sec.gov |
| Clough Capital Partners, LP | Boston | $1.51 billion | 4 | adviserinfo.sec.gov |
| Capital Impact Advisors | Boston | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Ta Realty LLC | Boston | $1.48 billion | 3 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving charitable organizations
- Advisers that manage private funds
- Catholic Investment Services, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.