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McCarter Private Wealth Services LLC
MCCARTER PRIVATE WEALTH SERVICES LLC is an SEC-registered investment adviser in BOSTON, MA, since 1997. The firm manages $428 million in assets, $358 million...
McCarter Private Wealth Services LLC
MCCARTER PRIVATE WEALTH SERVICES LLC is an SEC-registered investment adviser in BOSTON, MA, since 1997. The firm manages $428 million in assets, $358 million on a discretionary basis. It has 6 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
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Corporate office
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Frequently asked questions
Who runs investment decisions at McCarter Private Wealth Services?
Public sources do not name any specific principal, CEO, or CIO for McCarter Private Wealth Services. The firm is registered as an RIA, which typically requires a designated chief compliance officer and investment committee, but those names are not in the public record.
How does McCarter Private Wealth Services source its clients?
No client sourcing model is publicly documented. As a registered advisor likely operating as a multi-family office, the firm may serve a discrete set of families through referrals or personal networks, but no marketing materials or industry mentions confirm this.
Is McCarter Private Wealth Services structured as a single family office or a multi-family office?
Based on its name and RIA registration, the firm appears to be a multi-family office, since single-family offices managing a single family's wealth typically do not register as RIAs. However, the firm's exact client structure is not publicly disclosed.
Does McCarter Private Wealth Services participate in direct deals or fund commitments?
No investment vehicles or transaction types have been reported. Without portfolio disclosures or public activity, it is unknown whether the firm emphasizes direct private equity, hedge funds, fund-of-funds, or a traditional balanced portfolio.
Where does the underlying wealth come from that McCarter Private Wealth Services manages?
Public records do not identify the source of wealth managed by the firm. The firm's name does not match any known business fortune or family surname in the public domain.
Does McCarter Private Wealth Services have any philanthropic structures?
No philanthropic foundations or donor-advised funds linked to McCarter Private Wealth Services appear in public filings. The firm's charitable posture is not part of any disclosed materials.
What investment stages or sectors does McCarter Private Wealth Services avoid?
Public sources do not list any explicit exclusionary criteria for McCarter Private Wealth Services. The firm has not published a negative screening policy or sector avoidance list.
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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