# McCarter Private Wealth Services LLC

McCarter Private Wealth Services LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 108191
- **SEC file number:** 801-54171
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108191

## About

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.

## Questions

### 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.

### 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.

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Last updated: 2026-07-06T01:24:21.061Z

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