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| Keyboard |
| Caird Investment Partners LLC
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|---|---|
| CRD # | 334504 |
| SEC # | 801-132104 |
| CIK # | |
| AUM | 413.2 M (2026-03-30) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 469-729-0530 |
| Address | 3500 Maple Ave Dallas, TX 75219 |
| Source | [IAPD] [Website] [LinkedIn] |
| 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 | 413.2 |
| (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 | 413.2 |
| By Discretionary | ||
| Discretionary | 1 | 413.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 413.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.2 | |
| Total | 1 | 413.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lakemore Partners Management US LLC
✚
|
416.6 M | |
|
Cultivation Capital LLC
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|
MO | 416.4 M |
|
Ellington Credit Company Management LLC
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|
CT | 415.0 M |
|
Lock 8 Partners LLC
✚
|
NY | 414.7 M |
|
SWS Capital Management LLC
✚
|
NY | 413.1 M |
|
HLM Management Co LLC
✚
|
MA | 411.4 M |
|
ZUNA LLC
✚
|
OR | 411.3 M |
|
Rooney Capital Management Inc
✚
|
411.2 M | |
|
ESO Management Services LLC
✚
|
CA | 410.6 M |
|
Venture Capital Fund of America III Inc
✚
|
NY | 409.6 M |