Catholic Financial Life

Catholic Financial Life

Catholic Financial Life was established in 1868 in Milwaukee. It functions as a fraternal organization offering life insurance and financial services to members while directing resources toward community impact. The firm holds a 7 percent allocation to private equity within its portfolio. It maintains operations centered on insurance products and member services across North America. No specific portfolio companies or co-investors appear in available records. The organization reports $1.7 billion in assets under management. It lists no additional offices or named professionals in public sources. No operational events from the last 24 months are documented. Catholic Financial Life maintains its structure as a not-for-profit fraternal benefit society tied to Roman Catholic membership rather than a conventional asset manager or family office.