CARO INVESTORS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2MATTHEW HOLMES
SVPCRD 8030046
CAREINA WILLIAMS
Founder & Managing PartnerCRD 3104929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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