SourcingSourcing

CATHOLIC INVESTMENT SERVICES, INC.

C21
CRD 172467·SEC 801-88187·BOSTON, MA
AUM
$1.52B
$1B+
Est. Revenue
$15.2M
@ 1% on AUM
Est. EBITDA
$4.6M
@ 30% margin
Est. Deal Value
$36.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CATHOLIC INVESTMENT SERVICES, INC.
CRD
172467
SEC file #
801-88187
EIN
854273760
DBA names
—

Economics

AUM
$1.52B
AUM band
$1B+
AUM trajectory
'20'26
$553.1M → $1.52B▲ +174%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
2 advisors → 4 advisors▲ +100%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
catholicinvest.org

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRENNAN, JOHN, JOSEPH
Top Owner Pct
2.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
BRENNAN, JOHN, JOSEPH
D'ARCY, TIMOTHY, RAYMOND
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
catholicinvest.org
Rdap Domain Creation Date
2007-06-16T21:53:46.627Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001848769
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2021-03-03
Edgar Last Filing Date
2024-03-04
Edgar Form D Count
4
Edgar Form D Offerings
2024-03-042024-03-04 · 0001137439-24-000686
2023-03-032023-03-03 · 0001567619-23-004324

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street17
Jpmorgan14
E*trade4
Edgar Addresses
Mailing
200 STATE STREET, 15TH FLOORBOSTON, MA 02109
Business
200 STATE STREET, 15TH FLOORBOSTON, MA 02109
Edgar EIN
854273760
Edgar Recent Filings
D/A2024-03-04 · 0001137439-24-000686
D/A2023-03-03 · 0001567619-23-004324
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-16T21:53:46.627Z
Rdap Domain Last Changed
2025-06-10T12:01:15.178Z
Rdap Nameservers
Ns1.milesdns.comNs2.milesdns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1567065
Trust Company Affiliate
No

People (9)

9
BRENNAN, JOHN, JOSEPH
Executive Officer · 2.5%
1567065
TIMOTHY RAYMOND D'ARCY
Executive Officer · 2.5%
2558794
THOMAS EDWARD LANCTOT
Executive Officer · 2.5%
4213581
MALPASS, SCOTT, CHARLES
Executive Officer · 2.5%
2532347
O'NEILL, IRENE, MARY
Executive Officer · 2.5%
7811707
Pike, Paulita
Executive Officer · 2.5%
7357716
STEVENS, PAUL, SCHOTT
Executive Officer · 2.5%
2969470
TAICLET, DAVID, LOUIS
Executive Officer · 2.5%
7053967
ANDREW PAUL CHICA
Executive Officer · 2.5%
3087253