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Caris Investment Partners

Headquartered in ENCINITAS, CA

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Firm Information

Caris Investment Partners is an investment advisor with 1 investment advisor representative and $54,592,412 in regulatory assets under management. The firm provides portfolio management for businesses and individuals. Caris Investment Partners manages accounts for 64 individuals, other than high-net-worth individuals.

Caris Investment Partners

$54.59M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CARIS INVESTMENT PARTNERS has a total of 1 branch locations across the country.
location

ENCINITAS, CA

Advisors at Caris Investment Partners

View All 1 Advisors
Unclaimed
Darren J Caris

RA

ENCINITAS, CA

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Disclosures

There are no public disclosures for Caris Investment Partners.

Frequently Asked Questions (7)

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