Kare Manager Holdings, L.P.

RIASEC RegisteredEst. 2026
Total AUM
$19.8B
Discretionary
$19.8B
100% of AUM
Avg account
$684M
Accounts
29
Employees
162
Advisory reps
5

Firm details

Headquarters
Boca Raton, Florida
CRD number
343124
Registered since
September 8, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.42%
  • Other4.58%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Kare Manager Holdings, L.P. is organized as a limited partnership that functions primarily as an adviser and sponsor of pooled investment vehicles with a focus on real estate. The firm identifies its client base as institutional and operates under a fee schedule that combines a percentage of assets under management with performance-based fees. Its reported advisory activities include portfolio management for pooled investment vehicles and for businesses or institutions, and the firm is active in sponsor/GP and managing-member roles for funds it advises. Regulatory and organizational notes from filings indicate the firm is SEC-registered (2026) and structured with domestic entity and individual ownership. Kare Manager Holdings, L.P. does not position itself as an active ESG investor.

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

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Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 4
  • Paul Stapleton

    Paul Stapleton

    CFOCRD 4848451

  • Michael O'neil

    Michael O'neil

    Chief Compliance OfficerCRD 6043576

  • Paul Blank

    Paul Blank

    President and COOCRD 4126840

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Contacts

1 of 1
  • Matthew Barbabella

    Matthew Barbabella

    General CounselCRD 7521288

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

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1 Town Center Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth