RIA Intel›Advisers›CAF INVESTMENTS LLC

CAF INVESTMENTS LLC

Advisory

GUAYNABO, PR

Data as of Jul 28, 2026 · Source: SEC Form ADV

Average account

$76K

across 532 accounts

AUM per adviser

$7M

6 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients438

Team

Total Employees7

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, PR, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

438 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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