WILLIAM CARY CAPITAL MANAGEMENT
Firm details
- Headquarters
- FLOURTOWN, Pennsylvania
- CRD number
- 292135
- Website
- www.williamcarycapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
William Cary Capital Management is a privately held LLC that operates as a hedge fund focused on managing pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner, and managing member of its funds while providing portfolio management for those pooled vehicles. Its fees combine a percentage-of-assets arrangement with performance-based compensation. The adviser is structured as an individually owned entity, does not position itself as an external capital allocator, and is not an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2WILLIAM CARABASI
Agency OwnerCRD 6075389
CARY CARABASI
Founder and Managing MemberCRD 6501318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FLOURTOWN, PA
MONTGOMERY
Location
FLOURTOWN, PA
Headquartered in FLOURTOWN, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 1501 Bethlehem Pike
- Time zone
- ET (UTC-5)
- Office locations
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