Company Information

Get to know Caritas Partners LLC

Founded in 2009, Caritas Partners LLC is a FINRA-registered broker-dealer and investment banking firm based in New York. The firm specializes in delivering strategic advice and transaction execution services to companies in the lower middle market. Its core services include mergers and acquisitions (M&A) advisory for both sell-side and buy-side clients, as well as private capital raising for growth, acquisitions, and recapitalizations. Caritas Partners prides itself on providing senior-level attention and customized solutions to its clients across various industries.

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Caritas Partners LLC

United States

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.