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CATHOLIC INVESTMENT SERVICES, INC.

CRD 172467 · SEC 801-88187

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200 STATE STREET, 13TH FLOOR, BOSTON, MA, 02109, United States

Phone

617-758-6588

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.52B

Discretionary AUM

$1.52B

Team

6 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles7$1.47B

States served

MA

All web addresses on file

Official SEC filing: View on IAPD