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Caris Investment Partners
CARIS INVESTMENT PARTNERS is a state-registered investment adviser with $48 million in regulatory assets under management. The firm has 1 employee and 1...
Caris Investment Partners
CARIS INVESTMENT PARTNERS is a state-registered investment adviser with $48 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
How does Caris Investment Partners source deal flow?
Caris relies on its network of high-net-worth families and institutional co-investors to source proprietary deals. The firm does not operate as a traditional fund manager and does not accept outside capital, so its deal sourcing is relationship-driven rather than marketed.
Does Caris Investment Partners participate in fund commitments or only direct deals?
Caris focuses on direct co-investments across real estate, private credit, infrastructure, and hedge funds. It does not publicly report exposure to traditional pooled funds or fund-of-funds structures.
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