Caris Investment Partners

The firm does not publicly disclose its investment committee or named principals. As a multi-family office, decision-making is likely concentrated among the families served and any internal investment professionals, but no individual names appear in public records.

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.

The firm identifies as a multi-family office, serving a small group of families. It is not a single-family office tied to one fortune, which gives it greater scale for direct investments while maintaining discretion.

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.

The firm focuses on direct and co-investment opportunities, typically in mature asset classes — real estate, infrastructure, and private credit — rather than venture-stage or growth equity. Specific stage preferences are not disclosed.

The firm does not publicly disclose any excluded sectors. Based on its known focus areas, it likely avoids early-stage tech, public equities, and venture capital, but this is not confirmed.

Caris Investment Partners does not publicly disclose any parent company, related vehicle, or spinout. It operates as an independent multi-family office with no affiliation to larger institutions.