# CARITAS Investment Advisors

CARITAS Investment Advisors is an Asset Manager based in San Francisco, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 284777
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284777

## About

CARITAS INVESTMENT ADVISORS LLC is a state-registered investment adviser in SAN FRANCISCO, CA. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

## 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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