CARBON DIRECT CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$730M
Discretionary
$730M
100% of AUM
Avg account
$81.1M
Accounts
9
Employees
15
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
317548
Registered since
May 1, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Carbon Direct Capital Management LLC is an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles to institutional investors. The firm is classified as a multifaceted fund manager with primary activity in private equity and venture capital fund sponsorship and management. It serves a small institutional client base and operates under a fee model that combines a percentage-of-assets component with performance-based fees. Carbon Direct Capital Management does not identify as an active ESG investor. The firm also lists roles consistent with fund sponsorship and management—acting as sponsor, general partner, or managing member of pooled vehicles—and is not structured as a capital allocator or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ALICIA ESTELLA

    Chief Financial Officer & Chief Compliance OfficerCRD 5551530

  • JONATHAN GOLDBERG

    Founder and CEOCRD 4689969

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
17 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth