Carlo Capital
RIASEC Registered
Total AUM
$100M
Discretionary
$0
0% of AUM
Avg account
$50.1M
Accounts
2
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331801
- Registered since
- September 15, 2026
- Fee structure
- Fixed Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Carlo Capital, LLC is structured as a limited liability company and is registered with the SEC in 2026. The firm is classified as a hedge fund and serves an institutional client base. Its stated advisory activities are portfolio management for pooled investment vehicles and the selection of other advisers. Ownership is listed as individual and fee arrangements are fixed-fee. The firm does not identify as an active ESG investor and is not described as a multi-state or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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