Anthony P. Carnevale C.P.A.

Anthony P. Carnevale runs a CPA-led family office focused on tax strategy and financial controls.

Anthony P. Carnevale C.P.A.

Anthony P. Carnevale C.P.A. is a registered investment adviser in Salem, MA. The firm has one employee. It is registered with the SEC.

General information

Firm type

Single Family Office

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

United States

City

—

Corporate office

—

Principals

Anthony P. Carnevale

Principal

What is the relationship between Anthony P. Carnevale's CPA designation and his family office role?

A CPA serving as a family office principal typically integrates tax preparation, estate planning, and financial reporting directly into the family's wealth management function. This arrangement can streamline compliance and reduce reliance on external accounting firms.

Does this firm take outside capital or serve multiple families?

There is no public record of regulatory filings, such as an SEC Form ADV, that would indicate Anthony P. Carnevale solicits or manages assets for outside clients. The practice appears limited to a single-family or tightly held personal accounting mandate.

How does a CPA-led family office source investment opportunities?

CPA practitioners typically source through established professional networks — law firms, private banks, and regional investment conferences — or the family's existing operating business relationships. Deal flow is often reactive, structured around tax and estate considerations rather than a proactive origination machine.

Does the firm maintain any philanthropic structures?

No public filing identifies a donor-advised fund or private foundation directly linked to Anthony P. Carnevale C.P.A. Many CPA-family-office hybrids administer charitable giving through disregarded entities or personal trusts without a separately branded foundation.

Where would a peer family office go to verify Anthony P. Carnevale's credentials?

License status can be verified through the state board of accountancy in the state where Carnevale practices, using his CPA certificate number. These records confirm active registration and any disciplinary history but not client or AUM details.

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