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CARAPACE FINANCIAL ADVISORS LLC
Carapace Financial is an advisor-to-advisors RIA that specializes in providing clients with customized options and hedging solutions. It was established to...
Overview
Carapace Financial is an advisor-to-advisors RIA that specializes in providing clients with customized options and hedging solutions. It was established to protect clients from unforeseen market risks through customized options strategies. The firm offers SMAs, private funds and market-linked notes, with actively monitored options strategies intended to reduce portfolio risk, protect wealth, supplement income and support long-term portfolio growth.
General information
Firm type
RIA
Year founded
2017
Principals
Rick Ziwot (Frederick Ziwot)
President and Chief Investment Officer
William McCarthy
CFA, Managing Director
Tim Moran
Managing Director and Senior Portfolio Manager
Gregory Aroneo
Executive Vice President
Ryan Toohers
Associate
Laura Flanagan
Outside Counsel
Frequently asked questions
What is the investment strategy of CARAPACE FINANCIAL ADVISORS LLC?
No publicly verifiable source describes any specific investment strategy for the firm. It is registered as an investment advisor but has not disclosed its approach.
Where is CARAPACE FINANCIAL ADVISORS LLC headquartered?
The firm's headquarters city and country are not listed in its public record or any verifiable source.
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