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CATHOLIC INVESTMENT SERVICES, INC.

BOSTON, MA · CRD 172467 · IAPD ↗ · catholicinvest.org · 617-758-6588

$1.52BRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — CATHOLIC INVESTMENT SERVICES, INC. crossed $1B in regulatory AUM ($998.2M -> $1.27B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.