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| Carriage Services Investment Advisors Inc
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|---|---|
| CRD # | 164325 |
| SEC # | 801-76865 |
| CIK # | |
| AUM | 308.2 M (2026-03-27) |
| Employees | 4 (50% 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 | AUM |
|---|---|---|---|---|
| Other | STYX Private Fund LLP | [2012-06-27] | 178.1 M | 278.3 M |
| Filed 2015-10-08 (D) · Exemption 506(c), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | 278.3 |
| (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 | 29.9 |
| Total | 124 | 308.2 |
| By Discretionary | ||
| Discretionary | 119 | 307.7 |
| Non-Discretionary | 5 | 0.5 |
| Total | 124 | 308.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.2 | |
| Total | 124 | 308.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Gabriel Ngo | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
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