Single Family OfficeRIA · CRD 109489SEC-Registered

Updated:

Carl F. Petersen, Inc.

Carl F. Petersen Inc. is a US single-family office managed by its founder, focused on private wealth preservation with minimal public visibility.

Carl F. Petersen, Inc.

CARL F. PETERSEN. INC is an SEC-registered investment adviser. The firm manages approximately $43 million in regulatory assets. It has 6 employees.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Principals

Carl F. Petersen

Founder

Sector focus

Diversified

Frequently asked questions

Who runs investment decisions at Carl F. Petersen, Inc.?

The firm is controlled by its founder, Carl F. Petersen. No other investment professionals are named in public records. Decision-making appears centralized.

What investment strategy does the firm follow?

The strategy is not publicly disclosed. Based on typical single-family office behavior, capital is likely allocated across a diversified portfolio including equities, fixed income, and direct investments. No specific sector tilt is confirmed.

Does the firm participate in fund commitments or only direct deals?

No public information confirms either approach. The firm's investment vehicle preferences are not known.

How is the firm structured as a legal entity?

The firm is registered as a US corporation, Carl F. Petersen, Inc. This is a common structure for older single-family offices in the United States.

Is the firm's wealth inherited or self-made?

The wealth appears self-made through Carl F. Petersen's own business activities, though specific details are not publicly available.

Does the firm maintain a public website or professional social media?

No active website or LinkedIn profile for the firm has been captured in standard business databases as of 2026. The firm maintains a very low online profile.

How does one contact the firm for investment opportunities?

Contact information is not publicly available. The firm does not appear to solicit external capital or partnerships.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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