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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...
Overview
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
RIA
Location
Region
North America
Country
United States
City
Edmond
Corporate office
Edmond, OK, United States
Frequently asked questions
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.
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