CARVAL CLO MANAGEMENT LLC

Overview

Carval Clo Management LLC is an LLC-structured investment adviser that registers with the SEC and is classified as a securitized asset fund manager. The firm focuses on institutional clients and provides portfolio management for pooled investment vehicles. Its compensation blends a percentage-of-assets fee with performance-based fees. Carval Clo identifies as an active ESG investor. It is not positioned as a broad capital allocator or a pension consultant; the owner makeup is listed as a mix of a domestic entity and an individual. The firm maintains a range of industry relationships and roles beyond pure advisory work, including connections with broker-dealers, other investment advisers, commodity pool operators/CTAs, trust companies, accountants and insurance companies. It also acts as a sponsor and general partner/managing member of pooled investment vehicles and sponsors limited partnerships outside pooled vehicles.

Assets & Accounts

Investments & Alternatives