Profile Preview — Altss
Carswell Investments, LLC Overview
Type
Family Office - Multi
Year Founded
2011
General Information
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.
Contact Information
Website:
Website:
https://carswellinvestments.com
Year Founded:
2011
Open To Secondaries:
Open To First Time Funds:
Institution Type:
Family Office - Multi
Primary Contact:
Title:
Email:
Need institutional-grade insight on family offices?
Altss delivers:
- • Live OSINT deal alerts
- • Allocation history by asset class
- • Principals with verified direct contacts
Prefer a guided tour?
We’ll walk you through:
- • Interactive funding timelines
- • Custom mandate & allocation filters