CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 157822
- Registered since
- March 23, 2012
- Website
- www.carouselcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Carousel Capital Management Company, L.P. is a limited partnership that operates as a private equity fund manager and sponsor/GP of pooled investment vehicles. Founded as an SEC-registered adviser in 2012, the firm provides portfolio management for pooled vehicles and serves an institutional client base. Its compensation mixes a percentage-of-assets fee with performance-based fees consistent with a private equity economics model. Carousel identifies itself as an active ESG investor, and it holds roles as sponsor, general partner, and managing member across its funds.
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
Owners & executives
2 of 2ROSS HANDY
Chief Compliance OfficerCRD 8054124
DANIEL EASSA
Chief Financial OfficerCRD 7161657
Contacts
3 of 3CHARLES GRIGG
Managing PartnerCRD 2165335
JASON SCHMIDLY
Managing PartnerCRD 2378770
PETER CLARK
PartnerCRD 7338476
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 201 N Tryon St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
NOVARE CAPITAL MANAGEMENT
RIACharlotte, NC
WESTEND ADVISORS, LLC
RIACharlotte, NC
LINDEN THOMAS ADVISORY SERVICES, LLC
RIACharlotte, NC
STEELE CREEK INVESTMENT MANAGEMENT LLC
RIACharlotte, NC
ALLY INVEST ADVISORS
RIACharlotte, NC
FC CAPITAL MANAGEMENT LLC
RIACharlotte, NC