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CAIRD INVESTMENTS
Legal name: CAIRD INVESTMENT PARTNERS, LLC
CRD 334504File 801-132104
APPROVED
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$413.2M
Below cohort median (national)
Discretionary AUM
$413.2M
Clients
1
1 accounts
Employees
8
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 6, 2025
- Principal office
- 3500 MAPLE AVE, SUITE 1580, DALLAS, TX, 75219
- Phone
- (469)729-0530
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $413.2M
- Discretionary AUM
- $413.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $413.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $413.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CONSULTING FEES AND LOAN FEES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $456,116,300 | $413,201,562 | decreased by$42,914,738 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 5 | 8 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $456,116,300 | increased by$456,116,300 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 1 | increased by1 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAIRD INVESTMENTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAIRD INVESTMENTS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.