Family Office

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CareXM

CareXM is a family office based in Lehi, Utah, investing in healthcare services, real estate, private credit, and enterprise software.

CareXM

CareXM is a medical answering service and nurse triage provider based in Lehi, United States, established in 2020. The company offers medical answering services. It has received no external funding.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Lehi

Corporate office

Lehi, UT, United States

Sector focus

Healthcare ServicesReal EstatePrivate CreditEnterprise Software

Frequently asked questions

Who leads investment decisions at CareXM?

CareXM does not publicly name its principals or investment team. The firm is structured as a family office based in Lehi, Utah, but key decision-makers have not been identified in public sources.

What types of investments does CareXM typically make?

CareXM focuses on direct investments and co-investments across healthcare services, real estate, private credit, and enterprise software. The firm targets both growth-stage companies and income-producing assets, often partnering with operators for deal sourcing.

Does CareXM invest through external funds?

Public information indicates CareXM prefers direct investments and co-investments rather than committing capital to external pooled funds. This approach allows the firm to maintain operational control and alignment with operating partners.

What geographic regions does CareXM target?

The firm's primary geographic focus is North America, with occasional selective opportunities in Europe. Its base in Lehi, Utah, positions it within the growing Utah business ecosystem but does not limit its reach.

How does CareXM source its deal flow?

CareXM relies on relationship-based sourcing, working with operating partners and co-investors to identify proprietary opportunities. The firm does not publicly disclose a formal sourcing strategy.

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