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| Carriage Services Investment Advisors Inc
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|
|
|---|---|
| CRD # | 164325 |
| SEC # | 801-76865 |
| CIK # | |
| AUM | $280.3 M (2025-07-09) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 713-332-8400 |
| Address | 3040 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | STYX Private Fund LLP | [2012-06-27] | 178.1 | 254.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 254.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 26.1 |
| Total | 134 | 280.3 |
| By Discretionary | ||
| Discretionary | 128 | 279.7 |
| Non-Discretionary | 6 | 0.5 |
| Total | 134 | 280.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.3 | |
| Total | 134 | 280.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Gabriel Ngo | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stoneridge Investment Partners LLC
✚
|
PA | 0.3 |
|
Priderock Fund Management Partners LLC
✚
|
FL | 0.3 |
|
Trilinc Advisors LLC
✚
|
CA | 0.3 |
|
Matthew 25 Management Corp
✚
|
PA | 0.3 |
|
Yon Drake & Associates Inc
✚
|
SC | 0.3 |
|
SST Benefits Consulting & Insurance Services Inc
✚
|
CA | 0.3 |
|
CIC LLC
✚
|
FL | 0.3 |
|
Corinthia Management US LLC
✚
|
NY | 0.3 |
|
Illumen Capital Management LLC
✚
|
CA | 0.3 |
|
BAU Advisors LLC
✚
|
FL | 0.3 |