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| Happy Holidays!! thanks for using AUM13F!! |
| Caird Investment Partners LLC
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|---|---|
| CRD # | 334504 |
| SEC # | 801-132104 |
| CIK # | |
| AUM | $456.1 M (2025-06-17) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 469-729-0530 |
| Address | 3500 Maple Ave Dallas, TX 75219 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 456.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 456.1 |
| By Discretionary | ||
| Discretionary | 1 | 456.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 456.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.1 | |
| Total | 1 | 456.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
CSL III Advisor LLC
✚
|
NY | 0.5 |
|
Compass Group Investments Solutions LLC
✚
|
FL | 0.5 |
|
Eagle Point Income Management LLC
✚
|
CT | 0.5 |
|
HLM Management Co LLC
✚
|
MA | 0.5 |
|
Bastion Management II LLC
✚
|
CT | 0.5 |
|
Curafin Advisors LLC
✚
|
AZ | 0.4 |
|
Ancient Management LP
✚
|
NY | 0.4 |
|
Chiron Investment Management LLC
✚
|
NY | 0.4 |
|
Frontegra Asset Management Inc
✚
|
IL | 0.4 |
|
I-QU & Co Management LP
✚
|
IL | 0.4 |