Updated:
Carbahal Olsen Financial Services Group
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC is an SEC-registered investment adviser in DAVIS, CA, registered since 2020. The firm manages $258 million in...
Carbahal Olsen Financial Services Group
CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC is an SEC-registered investment adviser in DAVIS, CA, registered since 2020. The firm manages $258 million in assets, with $242 million on a discretionary basis. It has 3 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Who are the principals at Carbahal Olsen Financial Services Group?
Public records do not name the principals or key executives of Carbahal Olsen Financial Services Group. The firm does not appear to have a public-facing team listing on any known website or professional network (per public record).
What is the source of wealth for Carbahal Olsen?
The wealth origin for Carbahal Olsen Financial Services Group has not been publicly disclosed. No identifiable industry or fortune is linked to the firm in public records.
How is Carbahal Olsen Financial Services Group structured?
The firm is registered as a limited liability company, but its operational structure as a single or multi-family office is not confirmed by public sources. Governance details are unknown.
Does Carbahal Olsen make direct investments or fund commitments?
No direct investments, fund commitments, or co-investments have been publicly attributed to Carbahal Olsen Financial Services Group. The firm's investment strategy is not documented (per public record).
Where is Carbahal Olsen Financial Services Group located?
The firm's headquarters city and country are not publicly available. No address or office locations have been identified in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: