# Carderock Capital Management

Carderock Capital Management is a Multi Family Office based in Chevy Chase, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chevy Chase, United States
- **Region:** North America
- **Address:** Chevy Chase, MD, United States
- **Founded:** 1986
- **Assets under management:** 677 (Altss estimate)
- **Website:** carderockcapital.com
- **LinkedIn:** https://www.linkedin.com/company/carderockcapital

## Regulatory record

- **CRD number:** 104570
- **SEC file number:** 801-28840
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104570

## About

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.

## Sectors

- Healthcare Services
- FinTech
- Data Analytics
- AI/ML
- Semiconductors

## People

- 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

## 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.

### 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.

## Related profiles

- [Amanah Capital](https://altss.com/profile/amanah-capital)
- [Candor Family Office](https://altss.com/profile/candor-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/carderock-capital-management

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