Single Family Office

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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

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

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).

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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