Single Family OfficeRIA · CRD 173885SEC-Registered

Updated:

J.P. Carey

J.P. 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...

J.P. Carey

J.P. 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

Firm type

Single Family Office

Year founded

2004

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

J.P. Carey

Founder & Managing Partner

Sector focus

Real EstatePrivate CreditInfrastructureEnergy Transition & RenewablesHealthcare ServicesFinTech

Frequently asked questions

Who runs investment decisions at J.P. Carey?

J.P. Carey himself serves as the managing partner and sets strategy for the office, consistent with the single-family office structure. He leads investment decisions, drawing from a career that included real estate and financial services leadership (public record).

How does J.P. Carey source proprietary deal flow?

The firm sources deals through a network of co-investors including other family offices and independent sponsors, as well as through direct outreach to middle-market operating companies. The office has a known focus on club deals with co-investment partners (per public record).

Is J.P. Carey structured as a single family office or does it operate more like a venture firm?

J.P. Carey is a single-family office managing the capital of the J.P. Carey family. It does not raise third-party capital in a traditional fund structure, though it has been reported raising co-investment vehicles alongside other family offices (per The Wall Street Journal, October 2024).

Does J.P. Carey participate in fund commitments or only direct deals?

The firm primarily makes direct investments — equity and credit — in operating businesses and real assets. It is not known to allocate capital to external fund managers as a limited partner. Its known activity focuses on control and co-control direct positions.

What investment stages does J.P. Carey typically target?

J.P. Carey targets middle-market companies and real assets at the growth, buyout, and asset-ownership stage. It does not focus on early-stage venture or startup equity, concentrating on established businesses with tangible assets and cash flows (public record).

Which sectors does J.P. Carey explicitly avoid?

The firm does not publicly disclose explicit avoid sectors. However, its known investment activity centers on real estate, infrastructure, energy transition, healthcare services, and private credit, suggesting an avoidance of early-stage technology and speculative sectors.

Where does the underlying wealth come from?

The J.P. Carey family wealth originated from the founder's career in financial services and real estate, including leadership roles and equity accumulation at a financial services company (per public record). The exact corporate entity or hierarchy has not been publicly detailed.

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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