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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail
- Platforms
- InsightVital insight
- Established Date
- 09-17-2019
- Office Locations
- 1
Office Locations
About Caris Investment Partners
Caris Investment Partners is an active portfolio manager serving individuals and corporate clients with tailored portfolios, retirement and education planning, and generational wealth transition support. The firm emphasizes capital protection in severe down markets while positioning for upside through transparent, rigorous risk controls. Offers complimentary portfolio reviews and supports custody through Interactive Brokers with 24/7 client access.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DARREN J CARIS
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Vice President
- CRD
- #2400176
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,409,895 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,409,895 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,409,895
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,326,409,949 | 53.8% |
| Cash | $2,147,121,666 | 26.7% |
| Derivatives | $1,568,122,566 | 19.5% |
| Total | $8,041,654,181 | 100.0% |