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Carderock Capital Management
Carderock Capital Management was formed in 1986 by founding partners who sought an alternative to the industry consolidations of that decade. James W.
Carderock Capital Management
Carderock Capital Management was formed in 1986 by founding partners who sought an alternative to the industry consolidations of that decade. James W. Mersereau assisted in the firm's creation after earlier roles at Riggs National Bank and Merrill Lynch. The multi-family office serves individuals and families in the Washington D.C. region as an independent RIA. The firm invests exclusively in public equities, public debt and cash. It constructs portfolios through asset allocation and security selection calibrated to each client's liquidity needs. Carderock avoids commodities, digital assets, hedge funds, private equity and startups. All activity remains within North America. The firm reports compliance with the CFA Institute's Global Investment Performance Standards. Key professionals hold CFA charters and maintain memberships in the CFA Society of Washington, DC and the New York Society of Security Analysts. No dated operational events from the last 24 months appear in available records. Carderock operates with a compact group of experienced portfolio managers who are also shareholders, aligning incentives directly with client outcomes.
General information
Firm type
Multi Family Office
Year founded
1986
Location
Region
North America
Country
United States
City
Chevy Chase
Corporate office
Chevy Chase, MD, United States
Principals
Daniel A. Kane
President and Chief Compliance Officer
James W. Mersereau
Portfolio Manager
Stephen F. Knapp
Portfolio Manager and Director of Research
Jeanne C. Goedecke
Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Carderock Capital Management?
Daniel A. Kane serves as President and Chief Compliance Officer. James W. Mersereau, Stephen F. Knapp and Jeanne C. Goedecke act as portfolio managers. All four hold CFA charters.
Does Carderock Capital Management participate in fund commitments or only direct deals?
The firm selects individual public equities and bonds rather than committing to external funds. It does not allocate to private equity, hedge funds or startups.
What investment stages does Carderock Capital Management typically target?
Carderock focuses on publicly traded securities. It maintains no exposure to venture, growth equity or private credit stages.
Where does the underlying wealth come from?
Carderock serves multiple high-net-worth families in the Washington D.C. region. Specific family wealth sources are not publicly disclosed.
How is Carderock Capital Management structured relative to its clients?
It functions as an independent registered investment adviser. Portfolio managers hold ownership stakes in the firm itself.
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