# Caldwell Investment Services

Caldwell Investment Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 317283
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317283

## About

Caldwell Investment Services LLC is a state-registered investment adviser. The firm manages approximately $35,000 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How does Caldwell Investment Services source deals?

Deal flow sources are not publicly confirmed. Family offices often rely on proprietary networks, direct relationships, and co-investment opportunities, but Caldwell's specific approach is not known.

### What is the AUM of Caldwell Investment Services?

Assets under management are not publicly disclosed. Many family offices choose not to reveal AUM, and Caldwell has not published any figure.

### Does Caldwell Investment Services have any known portfolio companies?

No portfolio companies are publicly associated with Caldwell Investment Services. The firm's investment holdings are not disclosed in public records.

## Related profiles

- [Terramont Infrastructure Management](https://altss.com/profile/terramont-infrastructure-management-llc)
- [J Ward Financial](https://altss.com/profile/j-ward-financial)

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Last updated: 2026-07-06T01:24:13.414Z

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