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Knights of Columbus Asset Advisors

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uuid000gzgk

Namestring
Knights of Columbus Asset Advisors
Legal namestring
Knights of Columbus Asset Advisors
Websiteurl
kofcassetadvisors.org
Company typeenum
Private
Founded yearint
2015
Descriptiontext

Knights of Columbus Asset Advisors is a New Haven-based private asset management firm founded in 2015 that specializes in faith-based investment solutions aligned with Catholic moral and social teaching. The firm manages portfolios for Catholic organizations, parishes, religious institutions, and individual Catholic investors, applying exclusionary screening to remove securities issued by companies whose activities are deemed contrary to Catholic doctrine. Its core service is investment management under a Catholic ethical mandate, with Nicholas Gentile serving as SVP and Co-Head of Fixed Income on the investment team.

The firm operates with a small professional staff of 11-50 employees and a single disclosed office location in New Haven. Revenue mechanics follow the standard asset management model — fee-based compensation derived from assets under management — though specific pricing, AUM, and fee schedules are not publicly disclosed. Distribution appears to flow through institutional relationships and the broader Knights of Columbus fraternal ecosystem, although formal partnership or parent-subsidiary structures are not documented in the available source material.

In February 2026, the firm appointed Deepak Devaraj, a 25-year investment industry veteran, as President and Chief Investment Officer, signaling an intent to professionalize and potentially scale its investment platform. The firm's competitive position rests on niche specialization rather than scale or technology, with no disclosed AI/ML capabilities, patents, proprietary technology platforms, or product launches in the source data.

Short descriptiontext

Knights of Columbus Asset Advisors is a New Haven-based private asset manager founded in 2015 that provides faith-based investment solutions aligned with Catholic moral teaching for Catholic organizations, parishes, religious institutions, and individual Catholic investors.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersNew Haven, United States
HQ citystring
New Haven
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
faith-based investing, asset management, Catholic ethical screening, fixed income, investment advisory
Industry1 code
1Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
CodeFSAAACAGPrimaryYes
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Other Financial Investment Activities5239
SIC code1 code
  • Investment Advice6282
Product category
Faith-Based Asset Management
Social media profiles1 record
Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Others
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Knights of Columbus Asset Advisors provides faith-based investment management services to Catholic-aligned investors, including organizations, parishes, religious institutions, and individual Catholics. The firm manages portfolios with ethical screens consistent with Catholic moral teaching, encompassing fixed income strategies and broader investment advisory services.

Differentiator
Functional benefit
Problem solved
Product and service2 records
1Faith-Based Investment Management
CategoryFaith-Based Asset Management
Description

Investment advisory and portfolio management services that integrate Catholic moral and ethical teaching into investment decision-making, offered to Catholic organizations, parishes, religious institutions, and individual Catholic investors.

2Fixed Income Management
CategoryFixed Income Asset Management
Description

Fixed income portfolio management delivered with faith-based ethical screening for Catholic-aligned institutional and individual investors.

Recent move1 record

Each record includes

Date, Type, Title, Description, Source

Expansion highlight1 record

Each record includes

Type, Description

Peers10 records
1Domini Impact Investments
TypeDirect peer
Description

Values-based asset manager offering faith- and impact-aligned mutual funds with social and ethical screens. Comparable through its values-screening framework and faith-friendly product positioning for institutional and individual investors.

2Eventide Asset Management
TypeDirect peer
Description

Faith-driven asset manager applying Christian values to public-market investing across mutual funds and separately managed accounts. Directly competes for values-driven, faith-aligned individual and institutional capital.

3GuideStone Funds
TypeDirect peer
Description

Faith-based mutual fund complex serving Southern Baptist institutions and Christian-aligned individual investors with values-screening. Comparable in mission, distribution approach, and faith-aligned exclusion methodology.

4Praxis Mutual Funds
TypeDirect peer
Description

Faith-based mutual fund family applying Anabaptist/Mennonite values including ethical exclusion screens to portfolio construction. Comparable values-aligned investment approach for faith-driven individuals and institutions.

5Veris Wealth Partners
TypeDirect peer
Description

Values-aligned wealth management firm serving high-net-worth individuals, families, and institutions with faith- and impact-aligned portfolios. Comparable in combining ethical screening with institutional-quality advisory delivery.

6Calvert Impact Capital
TypeEmerging player
Description

Impact investing organization deploying capital into community investments with values-aligned screening. Adjacent rather than direct overlap, but competes for faith-aligned institutional capital seeking mission-driven outcomes.

7Mercy Investment Services
TypeDirect peer
Description

Catholic-aligned investment program of the Sisters of Mercy serving religious congregations, Catholic institutions, and faith-aligned investors with screened portfolios. Direct overlap in serving Catholic institutional clients with ethical screening.

8Trillium Asset Management
TypeEmerging player
Description

Values-based investment manager integrating ESG, impact, and faith-friendly exclusion criteria across public and private strategies. Adjacent peer with overlapping values-screening methodology serving institutionally minded clients.

9Ave Maria Mutual Funds
TypeDirect peer
Description

Mutual fund complex that manages Catholic-aligned portfolios with moral-based exclusion screens for individual Catholic investors. Closest direct peer given its faith-consistent mandate and retail/institutional Catholic investor base.

10Christian Brothers Investment Services
TypeDirect peer
Description

Faith-consistent investment manager serving Catholic institutions, religious orders, dioceses, and faith-aligned investors with socially responsible screening. Operates in the same Catholic asset-management niche and serves overlapping institutional client types.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat3 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles2 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Knights of Columbus Asset Advisors

Faith-Based Asset Managementkofcassetadvisors.org

Knights of Columbus Asset Advisors is a New Haven-based private asset manager founded in 2015 that provides faith-based investment solutions aligned with Catholic moral teaching for Catholic organizations, parishes, religious institutions, and individual Catholic investors.

What Knights of Columbus Asset Advisors does

Knights of Columbus Asset Advisors is a New Haven-based private asset management firm founded in 2015 that specializes in faith-based investment solutions aligned with Catholic moral and social teaching. The firm manages portfolios for Catholic organizations, parishes, religious institutions, and individual Catholic investors, applying exclusionary screening to remove securities issued by companies whose activities are deemed contrary to Catholic doctrine. Its core service is investment management under a Catholic ethical mandate, with Nicholas Gentile serving as SVP and Co-Head of Fixed Income on the investment team.

The firm operates with a small professional staff of 11-50 employees and a single disclosed office location in New Haven. Revenue mechanics follow the standard asset management model — fee-based compensation derived from assets under management — though specific pricing, AUM, and fee schedules are not publicly disclosed. Distribution appears to flow through institutional relationships and the broader Knights of Columbus fraternal ecosystem, although formal partnership or parent-subsidiary structures are not documented in the available source material.

In February 2026, the firm appointed Deepak Devaraj, a 25-year investment industry veteran, as President and Chief Investment Officer, signaling an intent to professionalize and potentially scale its investment platform. The firm's competitive position rests on niche specialization rather than scale or technology, with no disclosed AI/ML capabilities, patents, proprietary technology platforms, or product launches in the source data.

Knights of Columbus Asset Advisors firmographics

Firmographics
Name
Knights of Columbus Asset Advisors
Legal name
Knights of Columbus Asset Advisors
Website
https://kofcassetadvisors.org
Company type
Private
Founded year
2015
Operating status
Operating
Headcount range
11–50 employees
Short description
Knights of Columbus Asset Advisors is a New Haven-based private asset manager founded in 2015 that provides faith-based investment solutions aligned with Catholic moral teaching for Catholic organizations, parishes, religious institutions, and individual Catholic investors.
Ownership category
akta.pro rank

Knights of Columbus Asset Advisors industry classification

Industry
Product category
Faith-Based Asset Management
NAICS
Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)
SIC
Investment Advice (6282)
akta.pro primary industry
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

  • Faith-based investing
  • Asset management
  • Catholic ethical screening
  • Fixed income
  • Investment advisory

Where Knights of Columbus Asset Advisors is headquartered

Location

Headquarters

HQ city
New Haven
HQ country
United States
HQ region
North America

Markets served

Knights of Columbus Asset Advisors business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Knights of Columbus Asset Advisors product offering

Product offering

Core offering

Knights of Columbus Asset Advisors provides faith-based investment management services to Catholic-aligned investors, including organizations, parishes, religious institutions, and individual Catholics. The firm manages portfolios with ethical screens consistent with Catholic moral teaching, encompassing fixed income strategies and broader investment advisory services.

Differentiator

Problem solved

Functional benefit

Products and services

  • Faith-Based Investment Management Investment advisory and portfolio management services that integrate Catholic moral and ethical teaching into investment decision-making, offered to Catholic organizations, parishes, religious institutions, and individual Catholic investors.
  • Fixed Income Management Fixed income portfolio management delivered with faith-based ethical screening for Catholic-aligned institutional and individual investors.

Companies that use Knights of Columbus Asset Advisors

Customer profile

Segments1 record

Ideal customer profiles1 record

Knights of Columbus Asset Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Knights of Columbus Asset Advisors partnerships and signals

Strategic signal

Recent moves1 record

Expansion highlights1 record

Knights of Columbus Asset Advisors competitors and assessment

Company assessment

Direct peers

  • Domini Impact Investments: Values-based asset manager offering faith- and impact-aligned mutual funds with social and ethical screens. Comparable through its values-screening framework and faith-friendly product positioning for institutional and individual investors.
  • Eventide Asset Management: Faith-driven asset manager applying Christian values to public-market investing across mutual funds and separately managed accounts. Directly competes for values-driven, faith-aligned individual and institutional capital.
  • GuideStone Funds: Faith-based mutual fund complex serving Southern Baptist institutions and Christian-aligned individual investors with values-screening. Comparable in mission, distribution approach, and faith-aligned exclusion methodology.
  • Praxis Mutual Funds: Faith-based mutual fund family applying Anabaptist/Mennonite values including ethical exclusion screens to portfolio construction. Comparable values-aligned investment approach for faith-driven individuals and institutions.
  • Veris Wealth Partners: Values-aligned wealth management firm serving high-net-worth individuals, families, and institutions with faith- and impact-aligned portfolios. Comparable in combining ethical screening with institutional-quality advisory delivery.
  • Mercy Investment Services: Catholic-aligned investment program of the Sisters of Mercy serving religious congregations, Catholic institutions, and faith-aligned investors with screened portfolios. Direct overlap in serving Catholic institutional clients with ethical screening.
  • Ave Maria Mutual Funds: Mutual fund complex that manages Catholic-aligned portfolios with moral-based exclusion screens for individual Catholic investors. Closest direct peer given its faith-consistent mandate and retail/institutional Catholic investor base.
  • Christian Brothers Investment Services: Faith-consistent investment manager serving Catholic institutions, religious orders, dioceses, and faith-aligned investors with socially responsible screening. Operates in the same Catholic asset-management niche and serves overlapping institutional client types.

Emerging players

  • Calvert Impact Capital: Impact investing organization deploying capital into community investments with values-aligned screening. Adjacent rather than direct overlap, but competes for faith-aligned institutional capital seeking mission-driven outcomes.
  • Trillium Asset Management: Values-based investment manager integrating ESG, impact, and faith-friendly exclusion criteria across public and private strategies. Adjacent peer with overlapping values-screening methodology serving institutionally minded clients.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Knights of Columbus Asset Advisors social profiles

Digital presence

Knights of Columbus Asset Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Knights of Columbus Asset Advisors leadership team

Management profile

Number of profiles

Profiles2 records

Knights of Columbus Asset Advisors funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Knights of Columbus Asset Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Knights of Columbus Asset Advisors

What does Knights of Columbus Asset Advisors do?

Knights of Columbus Asset Advisors provides faith-based investment management services to Catholic-aligned investors, including organizations, parishes, religious institutions, and individual Catholics. The firm manages portfolios with ethical screens consistent with Catholic moral teaching, encompassing fixed income strategies and broader investment advisory services.

Is Knights of Columbus Asset Advisors a public or private company?

Knights of Columbus Asset Advisors is a private company. It is classified as unknown and is currently operating.

When was Knights of Columbus Asset Advisors founded?

Knights of Columbus Asset Advisors was founded in 2015. It employs 11 to 50 people.

Where is Knights of Columbus Asset Advisors based?

Knights of Columbus Asset Advisors is headquartered in New Haven, United States, in the North America region.

Who are Knights of Columbus Asset Advisors's main competitors?

Direct peers on record are Domini Impact Investments, Eventide Asset Management, GuideStone Funds, Praxis Mutual Funds, Veris Wealth Partners, Mercy Investment Services, Ave Maria Mutual Funds and Christian Brothers Investment Services. Emerging players are Calvert Impact Capital and Trillium Asset Management.

Does Knights of Columbus Asset Advisors have an API?

No public API is recorded for Knights of Columbus Asset Advisors.

What industry is Knights of Columbus Asset Advisors in?

Knights of Columbus Asset Advisors's product category is Faith-Based Asset Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
PR NewswireKnights of Columbus Asset Advisors Named to Newsweek's America's Top Financial Advisory Firms 2026Knights of Columbus Asset Advisors (KoCAA) has been recognized by Newsweek and Plant-A Insights Group as one of America's Top Financial Advisory Firms 2026 for the second consecutive year. The recognition evaluated over 16,000 SEC-registered investment advisors on criteria including asset performance, client growth, adviser expertise, service breadth, and conflicts of interest, with KoCAA among the top 1,000 firms to receive the designation. KoCAA, an SEC-registered investment adviser and subsidiary of the Knights of Columbus, manages more than $30 billion in assets and serves individual and institutional investors through its Catholic-compliant investment strategies.PR NewswireKnights of Columbus Asset Advisors Appoints Deepak Devaraj as New President and Chief Investment OfficerKnights of Columbus Asset Advisors announced the appointment of Deepak Devaraj as President and Chief Investment Officer, effective immediately, succeeding Nicholas Gentile who will transition to Senior Vice President and Co-Head of Fixed Income. Devaraj brings 25 years of investment industry experience, most recently serving as Global Head of Electronic Trading at Oppenheimer & Co., and will oversee the firm's General Account investment portfolio, mutual fund strategies, and internal investment department. The firm, a subsidiary of the Knights of Columbus Catholic organization with more than $30 billion in assets under management and nearly 2.2 million members, emphasized Devaraj's expertise in technology-driven platforms and commitment to Catholic investing principles.Business InsiderThese 6 stocks are the favorites in the 'stock pickers' market' of 2022, says the investing chief of a firm that handles nearly $30 billion in assets — though an overlooked risk could rattle marketsTony Minopoli, CIO of Knights of Columbus Asset Advisors, expects 2022 to be a 'stock pickers' market, favoring small- and mid-cap stocks over large caps. He cites the midterm election as a wildcard risk, while inflation is expected to normalize but stay above 3%. He also sees Omicron's case surge as a potential market sentiment risk.PR NewswireKnights of Columbus Asset Advisors Launches Investment Advisor Representative Program, Enabling Investors to Align Finances with Their FaithKnights of Columbus Asset Advisors (KoCAA) announced the launch of its investment advisor representative program, extending faith-based Catholic values investing to individual investors. The program offers access to nine mutual funds and over 85 model portfolios, with over 100 advisors across 33 states overseeing approximately $28 million in assets as of September 2021. KoCAA, which manages over $29 billion for institutional and high net worth investors, aims to grow its advisor workforce to 200 by the end of 2021.PR NewswireKnights of Columbus International Equity Fund Wins 2021 Refinitiv Lipper Fund AwardKnights of Columbus International Equity Fund has won the 2021 Refinitiv Lipper Award in the International Multi-Cap Core Funds category for best five-year performance among 93 funds in its peer group. Knights of Columbus Asset Advisors, the fund's advisor and a wholly-owned subsidiary of Knights of Columbus, manages approximately $29 billion in assets and marked its sixth year since inception with this recognition. The fund invests in emerging and developing country markets and adheres to principles set by the U.S. Conference of Catholic Bishops.PR NewswireKnights of Columbus Asset Advisors Celebrates 5th Anniversary; Delivering Investment Expertise to Catholic InvestorsKnights of Columbus Asset Advisors (KoCAA), a faith-based investment firm managing over $25 billion in assets, celebrated its fifth anniversary in March 2020, having grown to serve hundreds of Catholic institutions across the United States since its founding in 2015. The firm has expanded its mutual fund offerings from 6 to 9 strategies, with its funds consistently outperforming their respective benchmarks, including winning the 2019 Lipper Award for the International Equity Fund. KoCAA, a subsidiary of the Knights of Columbus fraternal organization, recently launched three new funds including a Long/Short Equity Fund, Global Real Estate Fund, and a first-of-its-kind U.S. All Cap Index Fund for Catholic investors.PR NewswireKnights of Columbus Asset Advisors Announces the Launch of the First of Its Kind Catholic All Cap U.S. Index FundKnights of Columbus Asset Advisors launched the first Catholic All Cap U.S. Index Fund, which tracks a proprietary index excluding companies that conflict with USCCB guidelines. The fund is managed by KoCAA with L2 Asset Management serving as sub-advisor and features a net expense ratio of 25 basis points.PR NewswireKnights of Columbus Asset Advisors Announces New Long/Short Equity FundKnights of Columbus Asset Advisors (KoCAA) announced the launch of The Catholic Investor Long/Short Equity Fund (KCEIX), described as the only Catholic long/short mutual fund in the world, adhering to investing principles outlined by the United States Conference of Catholic Bishops. L2 Asset Management will serve as sub-advisor on the fund, which is based on an investment strategy launched in 2014. KoCAA, a New Haven-based SEC-registered investment adviser and wholly-owned subsidiary of Knights of Columbus, manages more than $25 billion in assets.PR NewswireKnights of Columbus Asset Advisors Announces the Acquisition of Boston Advisors' Institutional BusinessKnights of Columbus Asset Advisors (KoCAA) has acquired the institutional management business of Boston Advisors, LLC, with the transaction closing on October 1, 2019. Boston Advisors had approximately $2.37 billion in assets under management and had served as KoCAA's investment advisor since 2011 and sub-advisor since 2015, with KoCAA already holding an 18.8 percent ownership stake prior to the acquisition. KoCAA will operate Boston Advisors as an investment division while retaining its proprietary modeling and quantitative research capabilities.