Trustee · Catholic Investment Services, Inc.
Paulita Pike
CRD 7357716 · Named on Form ADV at one SEC-registered adviser
At a glance
Catholic Investment Services, Inc., an SEC-registered private fund adviser based in Boston, MA with $1.5 billion in regulatory assets, lists Paulita Pike on its Form ADV as Trustee, a control person.
Firms and roles
- Catholic Investment Services, Inc.TrusteePrivate fund adviser · Boston, MA · $1.5B in regulatory assets
AtlasMembers
Paulita’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (8)
- Paul S. StevensTrustee, Catholic Investment Services, Inc.
- John J. BrennanTrustee, Catholic Investment Services, Inc.
- Scott C. MalpassChairman and Trustee, Catholic Investment Services, Inc.
- Thomas E. LanctotTreasurer and Trustee, Catholic Investment Services, Inc.
- David L. TaicletTrustee, Catholic Investment Services, Inc.
3 more people named with Paulita on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paulita’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.