Carswell Investments, LLC
Carswell Investments, LLC is a multi-family office headquartered in East Syracuse. Founded in 2011, the firm traces its wealth to founder Steven R. Pickard’s two-decade career in investment advisory and portfolio management.
Carswell Investments, LLC
Carswell Investments, LLC is a multi-family office headquartered in East Syracuse. Founded in 2011, the firm traces its wealth to founder Steven R. Pickard’s two-decade career in investment advisory and portfolio management. It provides tailored wealth management, institutional advisory and retirement-plan services to affluent families and select organizations, overseeing more than $300 million in assets—deploying evidence-based strategies across diversified portfolios.
General information
Firm type
Multi Family Office
Year founded
2011
AUM
—
Location
Region
North America
Country
—
City
East Syracuse
Corporate office
—
Frequently asked questions
What is Carswell Investments, LLC?
Carswell Investments, LLC is a multi family office headquartered in East Syracuse.
When was Carswell Investments, LLC founded?
Carswell Investments, LLC was founded in 2011.
Where is Carswell Investments, LLC headquartered?
Carswell Investments, LLC is headquartered in East Syracuse, in the North America region.
What does Altss track for Carswell Investments, LLC?
Altss maintains an OSINT-verified profile of Carswell Investments, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Carswell Investments, LLC's website?
Carswell Investments, LLC's public website is carswellinvestments.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Carswell Investments, LLC?
Carswell Investments, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Carswell Investments, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Carswell Investments, LLC?
Carswell Investments, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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