Updated:
Carey
Carey is an SEC-registered investment adviser in San Ramon, CA, registered since 2022. The firm manages $223 million in assets, with $215 million on a...
Overview
Carey is an SEC-registered investment adviser in San Ramon, CA, registered since 2022. The firm manages $223 million in assets, with $215 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Year founded
2022
Location
Region
Europe
Country
Guernsey
City
San Ramon
Corporate office
St Peter Port, Guernsey
Frequently asked questions
What is the wealth origin behind Carey?
The wealth origin of Carey's underlying family or principal is not disclosed in public sources.
How is Carey structured?
Carey is registered in Guernsey, a jurisdiction often used for family offices and wealth management structures. Its specific legal or tax status (e.g., trust, corporation) is not publicly known.
Does Carey make direct investments or use external managers?
No details are publicly available regarding Carey's investment sourcing model — whether it relies on direct deals, fund commitments, or external advisors.
Who runs investment decisions at Carey?
No named professionals or investment committee members have been identified in public records.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on investors?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: