CARAPACE FINANCIAL ADVISORS LLC

Overview

Carapace Financial Advisors LLC is a fee-based investment adviser that allocates capital primarily for individuals, families and select institutional clients. The firm runs discretionary portfolios and manages pooled investment vehicles, while also serving as a selector of third-party managers. Its stated preference is equities, with a clear emphasis on exchange-traded instruments as the core building block of client portfolios. Carapace acts as a capital allocator — combining separately managed account structures and direct stock/ETF exposures for liquid, customizable core allocations, and layering in private fund investments for illiquid return enhancement and diversification. The firm charges a mix of percentage-of-AUM and fixed fees. It is not positioned as an ESG specialist and does not report multi-state adviser status. Carapace’s advisory activity includes direct portfolio management for individuals and small businesses, management of pooled vehicles, and selection of other advisers for alternative and private strategies.

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Location & Offices