CARR CAPITAL MANAGEMENT

Overview

Carr Capital Management is a small, owner-operated registered investment adviser focused on portfolio management for individuals and small businesses. The firm primarily allocates client capital to publicly traded equities and exchange-traded products, and it charges a mix of percentage-of-AUM and fixed fees. With a client base limited to high-net-worth individuals and families, Carr Capital runs both discretionary and non-discretionary mandates, suggesting it blends advisor-led decision making with client-directed accounts depending on client preferences. The firm is not positioned as a capital allocator, pension consultant, or multi-state ESG specialist; its activity profile centers on individualized portfolio management rather than institutional solutions. The limited client count and high average account size indicate a boutique approach with customized portfolios rather than mass-market model delivery.

Assets & Accounts

Public Holdings

Location & Offices