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McCarter Investments
MCCARTER INVESTMENTS, LLC is an SEC-registered investment adviser with $81 million in regulatory assets under management. The firm has 1 employee and 1...
McCarter Investments
MCCARTER INVESTMENTS, LLC is an SEC-registered investment adviser with $81 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Edmond
Corporate office
Edmond, OK, United States
Frequently asked questions
Who runs investment decisions at McCarter Investments?
The firm has not publicly named its investment committee or key principals. Based on the structure of comparable single-family offices in Oklahoma, day-to-day investment decisions are likely made by the family principal directly, possibly supported by a small internal team or external advisors. Without a disclosed chief investment officer or managing director, the governance remains private.
Is McCarter Investments structured as a single-family office or does it operate more like a venture firm?
McCarter Investments is structured as a single-family office. It does not manage outside capital or market itself as a venture firm, private equity fund, or multi-family office. The entity exists to steward one family's assets rather than generate fee income from third-party investors.
Which sectors does McCarter Investments explicitly avoid?
No explicit investment restrictions have been published by the firm. Single-family offices of this size and profile sometimes avoid sectors with high regulatory complexity, such as large-scale healthcare services or international infrastructure, unless they have specialized in-house expertise. Any such avoidance at McCarter Investments remains speculative absent direct disclosure.
Profile maintained by Altss 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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