Caro Investors
Caro Investors is an SEC-registered asset manager in Chevy Chase, MD with $316.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Caro Investors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332085, SEC 801-133734, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $316.7M (2026-03-30)
- Firm type
- Asset Manager
- Location
- Chevy Chase, MD
- Employees
- 6
- Clients
- 2
- CRD
- 332085
- Ownership
- CARO MANAGEMENT HOLDCO LP; HOLMES, MATTHEW, JESSE; CAREINA WILLIAMS REVOCABLE TRUST; WILLIAMS, CAREINA, DOROTHY; CARO INVESTORS HOLDCOS GP LLC
How much AUM does Caro Investors have?
Caro Investors reported $316.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Caro Investors?
Disclosed owners and executives of Caro Investors include CARO MANAGEMENT HOLDCO LP, HOLMES, MATTHEW, JESSE, CAREINA WILLIAMS REVOCABLE TRUST, WILLIAMS, CAREINA, DOROTHY, CARO INVESTORS HOLDCOS GP LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.