Catholic Investment Services, Inc.
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 7
- Avg AUM / client
- $217M
- Accounts
- 8
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $1.5B | 96.6% |
| Charitable organizations | Fewer than 5 clients | $51.7M | 3.41% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $958M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Catholic Endowment Fund, Lp | Hedge Fund | Delaware | $710M | 38 |
| Cis Global Equity Fund, Lp | Hedge Fund | Delaware | $144M | 2 |
| Cis Catholic Impact Fund Ii, Lp | Hedge Fund | Delaware | $53.2M | 21 |
| Cis Catholic Impact Fund, Lp | Hedge Fund | Delaware | $28.8M | 7 |
| Cis Catholic Venture Access Fund Lp | Hedge Fund | Delaware | $11.4M | 5 |
| Cis Diversifying Strategies Fund Lp | Hedge Fund | Delaware | $10.7M | 3 |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brennan, John, Joseph | Trustee | Dec 2013 (13y) | Less than 5% | |
| Lanctot, Thomas, Edward | Chief Executive Officer, President, Treasurer And Trustee | Dec 2013 (13y) | Less than 5% | |
| Malpass, Scott, Charles | Chairman And Trustee | Dec 2013 (13y) | Less than 5% | |
| Stevens, Paul, Schott | Trustee | Oct 2017 (9y) | Less than 5% | |
| Doll, Dixon, R. | Trustee | Sep 2020 (6y) | Less than 5% | |
| Pike, Paulita | Trustee | Sep 2020 (6y) | Less than 5% | |
| O'neill, Irene, Mary | Trustee | Aug 2023 (3y) | Less than 5% | |
| Taiclet, David, Louis | Trustee | Aug 2023 (3y) | Less than 5% | |
| Chica, Andrew, Paul | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% |
Undisclosed: 55% – 100% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $958M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Catholic Endowment Fund, Lp | Hedge Fund | $710M | $5.0M | 38 |
| Cis Global Equity Fund, Lp | Hedge Fund | $144M | $500K | 2 |
| Cis Catholic Impact Fund Ii, Lp | Hedge Fund | $53.2M | $5.0M | 21 |
| Cis Catholic Impact Fund, Lp | Hedge Fund | $28.8M | $5.0M | 7 |
| Cis Catholic Venture Access Fund Lp | Hedge Fund | $11.4M | $500K | 5 |
| Cis Diversifying Strategies Fund Lp | Hedge Fund | $10.7M | $500K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 2.41 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $51.7M (3% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗