CATHOLIC INVESTMENT SERVICES, INC.
CRD #172467 SEC #801-88187 BOSTON, MA 617-758-6588
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
6
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1.3B | $1.3B | $0 | 6 | 0 |
| Mar 2025 | $1.3B | $1.3B | $0 | 6 | 0 |
| Jun 2024 | $998.2M | $998.2M | $0 | 6 | 0 |
| Mar 2024 | $998.2M | $998.2M | $0 | 6 | 0 |
| Jan 2024 | $935.3M | $935.3M | $0 | 6 | 0 |
| Sep 2023 | $935.3M | $935.3M | $0 | 6 | 0 |
| Mar 2023 | $1.6B | $1.6B | $0 | 6 | 0 |
| Sep 2022 | $1B | $1B | $0 | 5 | 0 |
| Mar 2022 | $1B | $1B | $0 | 5 | 0 |
| Mar 2021 | $833.1M | $833.1M | $0 | 5 | 0 |
| Jan 2021 | $666.2M | $666.2M | $0 | 5 | 1 |
| Jun 2020 | $666.2M | $666.2M | $0 | 5 | 1 |
| Apr 2020 | $666.2M | $666.2M | $0 | 5 | 1 |
| Mar 2020 | $666.2M | $666.2M | $0 | 5 | 1 |
| Oct 2019 | $553.1M | $553.1M | $0 | 4 | 1 |
| Mar 2019 | $553.1M | $553.1M | $0 | 4 | 1 |
| Mar 2018 | $633.7M | $633.7M | $0 | 3 | 1 |
| Jan 2018 | $633.8M | $633.8M | $0 | 3 | 1 |
| Mar 2017 | $440.8M | $440.8M | $0 | 3 | 1 |
| Aug 2016 | $209M | $209M | $0 | 2 | 1 |
| Mar 2016 | $209M | $209M | $0 | 2 | 1 |
| Dec 2015 | $163M | $163M | $0 | 2 | 1 |
| Apr 2015 | $163M | $163M | $0 | 2 | 1 |
| Mar 2015 | $163M | $163M | $0 | 2 | 1 |
DateJun 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$998.2M
Discretionary$998.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$998.2M
Discretionary$998.2M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$935.3M
Discretionary$935.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$935.3M
Discretionary$935.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$833.1M
Discretionary$833.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$666.2M
Discretionary$666.2M
Non-Disc.$0
Employees5
Clients1
DateJun 2020
Total AUM$666.2M
Discretionary$666.2M
Non-Disc.$0
Employees5
Clients1
DateApr 2020
Total AUM$666.2M
Discretionary$666.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2020
Total AUM$666.2M
Discretionary$666.2M
Non-Disc.$0
Employees5
Clients1
DateOct 2019
Total AUM$553.1M
Discretionary$553.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2019
Total AUM$553.1M
Discretionary$553.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2018
Total AUM$633.7M
Discretionary$633.7M
Non-Disc.$0
Employees3
Clients1
DateJan 2018
Total AUM$633.8M
Discretionary$633.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2017
Total AUM$440.8M
Discretionary$440.8M
Non-Disc.$0
Employees3
Clients1
DateAug 2016
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees2
Clients1
DateMar 2016
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees2
Clients1
DateDec 2015
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees2
Clients1
DateApr 2015
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees2
Clients1
DateMar 2015
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees2
Clients1