CARO INVESTORS

RIASEC RegisteredEst. 2025
Total AUM
$317M
Discretionary
$220M
69% of AUM
Avg account
$158M
Accounts
2
Employees
6
Advisory reps
2

Firm details

Headquarters
CHEVY CHASE, Maryland
CRD number
332085
Registered since
June 30, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Caro Investors is a limited liability company that operates as an adviser and sponsor focused on pooled real estate vehicles. The firm manages one primary real estate fund and serves institutional investors, acting as sponsor, general partner and managing member for its pooled vehicles. Its advisory mandate centers on portfolio management for those pooled investment vehicles rather than retail wealth advisory. Caro Investors charges a combination of asset-based fees and performance fees, and it registered with the SEC in 2025. Strategy emphasis is on direct and manager-led real estate exposures supplemented by credit and structured real-asset solutions. The firm is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser; its business model combines fund-level governance with active deal and asset-level management typical of a private real estate sponsor.

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

Contacts

2 of 2
  • MATTHEW HOLMES

    SVPCRD 8030046

  • CAREINA WILLIAMS

    Founder & Managing PartnerCRD 3104929

Wealth teams

FINTRX

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

CHEVY CHASE, MD

MONTGOMERY

Location

CHEVY CHASE, MD

Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
MONTGOMERY
Address
2 Wisconsin Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth