THE CATHOLIC FOUNDATION
Legal name: CATHOLIC FOUNDATION
CRD #104721 SEC #801-34436 DALLAS, TX 972-661-9792
SEC Registered
Total AUM
$160.7M
Discretionary
$121.8M
Employees
7
Clients
--
Accounts
73
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $160.7M | $121.8M | $38.9M | 7 | 26 |
| Mar 2013 | $137.4M | $102.9M | $34.6M | 7 | 11 |
| Mar 2012 | $119.3M | $91.9M | $27.5M | 1 | 26 |
| Mar 2011 | $38.8M | $10.1M | $28.8M | 5 | -- |
| Mar 2010 | $32.5M | $11.4M | $21.1M | 5 | -- |
| Mar 2009 | $29.4M | $11.7M | $17.7M | 5 | -- |
| Mar 2009 | $29.4M | $11.7M | $17.7M | 5 | -- |
| Feb 2007 | $40.2M | $17.9M | $22.3M | 5 | -- |
| Mar 2006 | $40.4M | $16.4M | $23.9M | 5 | -- |
| Dec 2005 | $41.5M | $16.3M | $25.2M | 5 | -- |
DateMar 2014
Total AUM$160.7M
Discretionary$121.8M
Non-Disc.$38.9M
Employees7
Clients26
DateMar 2013
Total AUM$137.4M
Discretionary$102.9M
Non-Disc.$34.6M
Employees7
Clients11
DateMar 2012
Total AUM$119.3M
Discretionary$91.9M
Non-Disc.$27.5M
Employees1
Clients26
DateMar 2011
Total AUM$38.8M
Discretionary$10.1M
Non-Disc.$28.8M
Employees5
Clients--
DateMar 2010
Total AUM$32.5M
Discretionary$11.4M
Non-Disc.$21.1M
Employees5
Clients--
DateMar 2009
Total AUM$29.4M
Discretionary$11.7M
Non-Disc.$17.7M
Employees5
Clients--
DateMar 2009
Total AUM$29.4M
Discretionary$11.7M
Non-Disc.$17.7M
Employees5
Clients--
DateFeb 2007
Total AUM$40.2M
Discretionary$17.9M
Non-Disc.$22.3M
Employees5
Clients--
DateMar 2006
Total AUM$40.4M
Discretionary$16.4M
Non-Disc.$23.9M
Employees5
Clients--
DateDec 2005
Total AUM$41.5M
Discretionary$16.3M
Non-Disc.$25.2M
Employees5
Clients--