$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- Ember horizonPioneer
- Established Date
- 11-10-2016
- Office Locations
- 1
Office Locations
50 California Street 15th Floor SAN Francisco CA
About Caritas Investment Advisors LLC
Caritas Investment Advisors (San Francisco) is a retail-focused RIA led by founder Lionel Shaw. The firm emphasizes broad, low-cost index ETFs and aims to reduce downside risk using a covered-call options strategy. Client assets are custodied primarily at Charles Schwab (also Wells Fargo).
Team overview
56 AVG AGE
$9.5M AVG AUM / ADVISOR
$287.9K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Unlock to see real insight on focus quantum pioneer.
See the complete signal summary connected to wave horizon.
Unlock to compare peer behavior around frontier capital.
See the complete signal summary connected to matrix bridge.
Upgrade to reveal position-level detail across vital matrix.
Full visibility includes strategy notes for peak pioneer prime.
Full visibility includes strategy notes for element meridian.
Unlock to compare peer behavior around summit meridian.
Asset Classes
Pathway peak Meridian eagle Prime Beacon Element pathway Value frontier Vital pioneer
Client Personas
Zenith catalyst
Custodian
Wave Glacier alpha Element Bridge ridge Legacy Value beacon Peak Vital Delta Glacier Pioneer alpha Optima atlas Wave ridge
Fund Managers
Capital Insight
Investment Themes
Capital summit Radial legacy Vector Eagle Vital horizon Vertex signal
Investment Vehicles
Capital Ember
Services
Focus atlas Element Wave Beacon crest Delta Beacon Bridge vector Optima
Technology
Eagle Ridge
Owner & Executives
LIONEL ALBERT SHAW
Chief Compliance Officer, Managing Member
- CRD
- #2197718
- Ownership
- 75% or more
(206) 454-8747
vector.peak@catalystcapital.com
in linkedin.com/in/beacon-radial
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,500,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,500,000
Equity - Exchange:
34.1% Equity - OTC:
29.2% Cash:
36.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $192,843,215 | 34.1% |
| Equity - OTC | $165,132,606 | 29.2% |
| Cash | $207,546,803 | 36.7% |
| Total | $565,522,624 | 100.0% |