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CARITAS Investment Advisors
CARITAS Investment Advisors applies USCCB ethical screens to equity and fixed-income portfolios, serving Catholic institutions from San Francisco.
CARITAS Investment Advisors
CARITAS Investment Advisors was established in San Francisco as a registered investment advisor dedicated to values-based portfolio management. The firm structures equity and fixed-income strategies for institutional and individual clients whose investment mandates require adherence to the ethical and social criteria articulated by the United States Conference of Catholic Bishops (USCCB). CARITAS deploys capital across publicly traded equities and fixed-income instruments through a morally responsible investing lens, applying negative screens that exclude companies materially engaged in abortion, contraception, weapons of mass destruction, and human rights abuses. The firm also integrates positive environmental, social, and governance factors — emphasizing corporate respect for human dignity, environmental stewardship, and community impact. Its active equity strategies underweight or exclude violators of USCCB guidelines and have historically tilted toward health care, technology, and financial services companies that pass its screening framework. Based solely in San Francisco, CARITAS maintains a boutique footprint. The firm manages separate accounts for dioceses, religious orders, Catholic foundations, and like-minded individual investors. Its scale is modest relative to secular RIAs, and the firm does not publicly disclose total regulatory assets under management. CARITAS does not operate philanthropic subsidiaries or adjacent direct-investment vehicles, functioning instead as a specialized investment counselor within the broader Catholic institutional investing ecosystem. Structurally, the firm's differentiation lies in its explicit, hard-coded mandate architecture — portfolio construction begins with a binding set of exclusions derived from episcopal teaching rather than from a client-by-client preference survey. This creates a narrow but highly defined client universe and a compliance process that is doctrinal rather than discretionary. Succession and governance details remain private given the firm's closely held structure.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Frequently asked questions
What ethical framework does CARITAS use to screen investments?
CARITAS applies the socially responsible investment guidelines published by the United States Conference of Catholic Bishops (USCCB). These guidelines mandate the exclusion of companies with significant involvement in abortion, contraception, weapons of mass destruction, human rights violations, and racial or gender discrimination. The framework also calls for positive consideration of corporate records on human dignity, environmental stewardship, and community impact. The firm's compliance process reviews holdings against these doctrinal criteria rather than against a general ESG rating.
Who are CARITAS Investment Advisors' primary clients?
The firm primarily serves Catholic institutional investors including dioceses, religious orders, Catholic foundations, and endowments. It also manages assets for individual investors who seek portfolio alignment with Catholic social teaching. CARITAS's investment mandate is built specifically for Catholic entities and those voluntarily adopting USCCB investment guidelines, making its client base intentionally narrow. The firm operates out of San Francisco without additional regional offices.
What asset classes does CARITAS deploy capital into?
CARITAS focuses on publicly traded equities and fixed-income securities. The firm constructs separate account portfolios tailored to client requirements, screening individual equity holdings and bond issuers against USCCB ethical criteria. It does not appear to offer private equity, venture capital, real estate, or hedge fund strategies. The emphasis stays on liquid public-market instruments with transparent screening outcomes.
Does CARITAS participate in direct private investments or fund commitments?
Based on the firm's publicly described mandate and positioning as a registered investment advisor for Catholic institutions, CARITAS does not appear to engage in private equity, direct venture investments, or alternative fund commitments. Its operations center on separately managed accounts in public equities and fixed income. The firm's boutique structure and USCCB-guided investment policy have historically kept it within liquid public markets.
Is CARITAS linked to any larger financial institution or asset manager?
CARITAS Investment Advisors is an independent registered investment advisor based in San Francisco. There is no public record of ownership by or affiliation with a larger bank, insurance company, or diversified asset management platform. The firm's small-scale, focused mandate has historically kept it separate from the consolidation trends seen elsewhere in values-based asset management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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