CAIRD INVESTMENTS
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About the firm
Caird Investments is a Dallas-based SEC Registered Investment Adviser that launched with $450 million in assets under management, focused on regulated financial institutions. The firm manages Term Loan B and securities portfolios for banks while providing a broad range of additional balance sheet advisory services. It also sources, underwrites, and consults on private lending opportunities for banks and asset managers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Management of Term Loan B and securities portfolios for banks, balance sheet advisory services, and sourcing, underwriting, and consulting on private lending opportunities for banks and asset managers
Who they serve
Financial institutions, specifically banks and asset managers
| Client segment | Clients | Assets managed |
|---|---|---|
| Investment Companies | 1 | — |
0 total clients reported on Form ADV.
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAIRD INVESTMENTS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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