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Fund of Funds / Seeder SEC Form ADV 7.B Roadshow Hub: Boston, MA HQ: Boston, MA

Catholic Investment Services, Inc.

$3.0B Total AUM · Institutional LP profile covering 6 historical fund disclosure records ($958.1M parsed USD across disclosed rows) across disclosed strategy exposure in Fund of Funds (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
6
5 Open Source Trails Below
Sum of Disclosed Rows
$958.1M
Total AUM: $3.0B
Median Disclosed Amount
$53.2M
Range: $10.7M – $710.2M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/6)
1 Gatekeepers · 1 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Catholic Investment Services, Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 6 total tracked records (+1 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Catholic Endowment Fund, LPAdviser 7.B Vehicle Fund of Funds 2024
$710.2M
Adviser-managed fund GAV · As of June 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Cis Global Equity Fund, LPAdviser 7.B Vehicle Fund of Funds 2024
$143.7M
Adviser-managed fund GAV · As of June 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Cis Catholic Impact Fund II, LPAdviser 7.B Vehicle Fund of Funds 2024
$53.2M
Adviser-managed fund GAV · As of June 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Cis Catholic Impact Fund, LPAdviser 7.B Vehicle Fund of Funds 2024
$28.8M
Adviser-managed fund GAV · As of June 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Cis Catholic Venture Access Fund LPAdviser 7.B Vehicle Fund of Funds 2024
$11.4M
Adviser-managed fund GAV · As of June 2024
Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Catholic Investment Services, Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (3) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Catholic Investment Services, Inc.

1 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Catholic Investment Services, Inc. (1 shared vehicles tracked; showing top 1 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 1 Shared Vehicle

The Corporation of Saint Mary's College Notre Dame

University Endowment Notre Dame, IN
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Catholic Endowment Fund (2024 Vintage)
Catholic Investment Services, Inc.: $710.2M (Adviser-Managed GAV (Form ADV 7.B)) · SEC Form ADV 7.B
The Corporation of Saint Mary's College Notre Dame: $6.3M (Carrying Value (Form 990 / 990-PF)) · IRS Form 990 Sched D
Potential introduction path · LPAC unconfirmed View LP Profile →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Catholic Investment Services, Inc.

You are viewing 5 open public preview records (out of 6 total tracked records for Catholic Investment Services, Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 6 tracked historical disclosure records (+1 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (1 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (3) & CRM export

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Strategies Disclosed by Catholic Investment Services, Inc.

Frequently Asked Questions: Catholic Investment Services, Inc.

What type of institutional allocator is Catholic Investment Services, Inc. and what is their typical disclosed ticket size?

Catholic Investment Services, Inc. is categorized under Fund of Funds / Seeder (Regional Roadshow Hub: Boston, MA; Headquarters: Boston, MA). Across 6 historical disclosure records tracked on Prilago ($958.1M total parsed USD across disclosed rows), the median disclosed amount is $53.2M (range: $10.7M to $710.2M).

Which private-market strategies appear in Catholic Investment Services, Inc.'s public disclosures?

Catholic Investment Services, Inc. has disclosed records across Fund of Funds. Open preview records include Catholic Endowment Fund, LP (2024 Vintage), Cis Global Equity Fund, LP (2024 Vintage), Cis Catholic Impact Fund II, LP (2024 Vintage), Cis Catholic Impact Fund, LP (2024 Vintage).

How are Catholic Investment Services, Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for Catholic Investment Services, Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Catholic Investment Services, Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/catholic-investment-services-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Catholic Investment Services, Inc.?

In Prilago's bilateral commitment graph, Catholic Investment Services, Inc. shares resolved underlying fund vehicles with 1 institutional LPs across 1 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include The Corporation of Saint Mary's College Notre Dame (1 shared vehicle, e.g. Catholic Endowment Fund (2024 Vintage)).

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