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CRD 172467
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CATHOLIC ENDOWMENT FUND, LP | Hedge Fund | $710M | Jun 28, 2024 | 38 | Aug 28, 2014 | reported | 021-220634 |
| CIS GLOBAL EQUITY FUND, LP | Hedge Fund | $144M | Jun 28, 2024 | 2 | Mar 31, 2021 | reported | 021-387173 |
| CIS CATHOLIC IMPACT FUND II, LP | Hedge Fund | $53.2M | Jun 28, 2024 | 21 | Mar 31, 2021 | reported | 021-391080 |
| CIS CATHOLIC IMPACT FUND, LP | Hedge Fund | $28.8M | Jun 28, 2024 | 7 | Mar 31, 2021 | reported | 021-354198 |
| CIS CATHOLIC VENTURE ACCESS FUND LP | Hedge Fund | $11.4M | Jun 28, 2024 | 5 | Sep 21, 2023 | reported | 021-478763 |
| CIS DIVERSIFYING STRATEGIES FUND LP | Hedge Fund | $10.7M | Jun 28, 2024 | 3 | Mar 31, 2021 | reported | 021-387177 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRENNAN, JOHN, JOSEPH | Trustee | Na | yes | 12/2013 | Mar 31, 2015 | Jun 28, 2024 |
| DOLL, DIXON, R. | Trustee | Na | yes | 09/2020 | Mar 31, 2021 | Jun 28, 2024 |
| Lanctot, Thomas, Edward | CHIEF EXECUTIVE OFFICER, PRESIDENT, TREASURER AND TRUSTEE | Na | yes | 12/2013 | Mar 31, 2015 | Jun 28, 2024 |
| MALPASS, SCOTT, CHARLES | CHAIRMAN AND TRUSTEE | Na | yes | 12/2013 | Mar 31, 2015 | Jun 28, 2024 |
| O'NEILL, IRENE, MARY | Trustee | Na | yes | 08/2023 | Sep 21, 2023 | Jun 28, 2024 |
| Pike, Paulita | Trustee | Na | yes | 09/2020 | Mar 31, 2021 | Jun 28, 2024 |
| STEVENS, PAUL, SCHOTT | Trustee | Na | yes | 10/2017 | Mar 30, 2020 | Jun 28, 2024 |
| TAICLET, DAVID, LOUIS | Trustee | Na | yes | 08/2023 | Sep 21, 2023 | Jun 28, 2024 |
| CHICA, ANDREW, PAUL | CHIEF COMPLIANCE OFFICER | Na | no | 01/2024 | Jun 15, 2020 | Jun 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.5B | $1.5B | 6 | 4 | 0 | 7 | n/a |
| 2024 | Mar 31, 2025 | $1.3B | $1.3B | 6 | 4 | 0 | 7 | n/a |
| 2023 | Mar 28, 2024 | $998M | $998M | 6 | 4 | 0 | 6 | $958M |
| 2022 | Mar 28, 2023 | $1.6B | $1.6B | 6 | 4 | 0 | 5 | $1.5B |
| 2021 | Mar 31, 2022 | $1.0B | $1.0B | 5 | 4 | 0 | 5 | $1.9B |
| 2020 | Mar 31, 2021 | $833M | $833M | 5 | 4 | 0 | 5 | $797M |
| 2019 | Mar 30, 2020 | $666M | $666M | 5 | 4 | 1 | 1 | $666M |
| 2018 | Mar 28, 2019 | $553M | $553M | 4 | 2 | 0 | 1 | $553M |
| 2017 | Mar 29, 2018 | $634M | $634M | 3 | 2 | 0 | 1 | $463M |
| 2016 | Mar 31, 2017 | $441M | $441M | 3 | 2 | n/a | 1 | $463M |
| 2015 | Mar 4, 2016 | $209M | $209M | 2 | 2 | n/a | 1 | $214M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.5B | $1.3B | 19.7% | $1.6B | -1.0% | 6 | 6 | 0 | 0 |