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CareGen Wealth Management
CAREGEN WEALTH MANAGEMENT is an SEC-registered investment adviser in SAN MATEO, CA. The firm manages $91 million in assets, $88 million on a discretionary...
Overview
CAREGEN WEALTH MANAGEMENT is an SEC-registered investment adviser in SAN MATEO, CA. The firm manages $91 million in assets, $88 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Does CareGen invest alongside external general partners?
The firm's investment posture toward co-investments, fund commitments, or direct deals is not publicly disclosed. Family offices of this profile often maintain relationships with a curated set of external general partners for private-market access, but the extent of CareGen's external manager relationships is unknown.
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