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CAIRD INVESTMENTS
CAIRD INVESTMENT PARTNERS, LLC
CRD 334504 · SEC 801-132104
3500 MAPLE AVE, SUITE 1580, DALLAS, TX, 75219, United States
Phone
(469)729-0530
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$413.2M
Discretionary AUM
$413.2M
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; CONSULTING FEES AND LOAN FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 1 | $413.2M |
All web addresses on file
Official SEC filing: View on IAPD