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Carswell Investments
Steven R. Pickard founded Carswell Investments in 2011 after two decades in investment advisory. The firm began as a vehicle to deliver portfolio management...
Overview
Steven R. Pickard founded Carswell Investments in 2011 after two decades in investment advisory. The firm began as a vehicle to deliver portfolio management and retirement-plan services to select families. The firm constructs globally diversified portfolios using academic research on asset classes including equities, fixed income and alternatives. It functions as a fund-of-funds allocator with a North American geographic focus. No specific portfolio holdings appear in public materials. The team includes Portfolio Manager Conor B. Gillen, who holds CFA and CFP designations. An additional office operates in Daniel Island, South Carolina. No dated operational events from the past 24 months are recorded. The firm maintains RIA registration with the SEC under CRD 801-72455 and holds professional affiliations with the CFA Institute and Certified Financial Planner Board of Standards.
General information
Firm type
Multi Family Office
Year founded
2011
Location
Region
North America
Country
United States
City
East Syracuse
Corporate office
East Syracuse, NY, United States
Additional offices
Daniel Island, SC, United States
Principals
Steven R. Pickard
Founder
Conor B. Gillen
Portfolio Manager
Sector focus
Frequently asked questions
Who runs investment decisions at Carswell Investments?
Steven R. Pickard founded the firm and Conor B. Gillen serves as Portfolio Manager. Both hold CFP designations.
Does Carswell Investments participate in fund commitments or only direct deals?
The firm deploys capital through a fund-of-funds approach.
What regulatory status does Carswell Investments hold?
The firm is registered as an investment adviser with the SEC under CRD number 801-72455.
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