AB Carval Investors, LP

RIASEC Registered

Total AUM

$18.4B

Discretionary

$13.8B

75% of AUM

Avg account

$267M

Accounts

Employees

169

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 141819
Registered since: October 27, 2010
Website: www.abcarval.com
Custodians: J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles72.51%
Other25.25%
Investment Companies2.24%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AB Carval Investors, LP is a limited partnership operating as a hedge fund manager that registers with the SEC (registered in 2010). It serves institutional clients and combines traditional portfolio management with commodity pool/CTA activities and sponsor roles for pooled vehicles. The firm charges asset-based fees alongside performance fees and describes itself as an active ESG investor. Its regulatory and business footprint includes portfolio management for investment companies, pooled investment vehicles, and institutional or business clients; it also holds affiliations across broker-dealer, trust company, insurance, and sponsor/GP activities.