Caird Investment Partners, Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 334504
· SEC file 801-132104
· Dallas, TX
· www.cairdinvestments.com
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $413M
- Discretionary
- $413M
- Clients
- 1
- Avg AUM / client
- $413M
- Accounts
- 1
- Employees
- 8
AUM over time
$413M
$456M
Jun 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 1 | $413M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • CONSULTING FEES AND LOAN FEES
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fhl Bank $370M (90% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗