CAROUSEL CAPITAL MANAGEMENT COMPANY, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$191M
Accounts
10
Employees
19
Advisory reps
5

Firm details

Headquarters
Charlotte, North Carolina
CRD number
157822
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ROSS HANDY

    Chief Compliance OfficerCRD 8054124

  • DANIEL EASSA

    Chief Financial OfficerCRD 7161657

Contacts

3 of 3
  • CHARLES GRIGG

    Managing PartnerCRD 2165335

  • JASON SCHMIDLY

    Managing PartnerCRD 2378770

  • PETER CLARK

    PartnerCRD 7338476

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth