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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.