Carval Clo Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$7.3B
Discretionary
$7.3B
100% of AUM
Avg account
$430M
Accounts
17
Employees
1
Advisory reps
5

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
298135
Registered since
September 23, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Carval Clo Management LLC is a limited liability company registered with the SEC in 2024 that operates primarily as a manager of securitized asset funds and other pooled vehicles. It serves institutional clients and provides portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. The firm charges a combination of percentage-of-assets and performance-based fees. Carval Clo identifies as an active ESG investor and maintains multiple industry relationships—ranging from broker-dealer and other investment-adviser roles to CPO/CTA, trust company, insurance company, and sponsor/GP or managing-member activity for pooled investment vehicles—which suggests in-house capabilities across product sponsorship, administration, and distribution.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Christopher Hedberg

    Christopher Hedberg

    Principal & Chief Operating OfficerCRD 2263364

  • Christie Oberg

    Christie Oberg

    Chief Compliance OfficerCRD 7606296

  • Brandynn Morris

    Brandynn Morris

    Chief Financial OfficerCRD 7718124

Contacts

2 of 2
  • Matthew Bogart

    Matthew Bogart

    Principal & General CounselCRD 5854623

  • Christopher Mawn

    PrincipalCRD 2327279

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

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
1601 Utica Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth