AB CARVAL INVESTORS, LP
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 141819
- Registered since
- October 27, 2010
- Website
- www.abcarval.com
- Custodians
- J.P. MORGAN SECURITIES INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles72.51%
- Other25.25%
- Investment Companies2.24%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
AB Carval Investors, LP is a limited partnership operating as a hedge fund manager that serves institutional clients. The firm runs a mix of pooled vehicles and separate account mandates and performs portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Its compensation structure combines a percentage-of-assets management fee with performance-based fees, consistent with an active, incentive-driven hedge fund model. The adviser is also registered as a commodity pool operator/commodity trading advisor and has multiple industry roles—acting as sponsor or general partner of pooled vehicles and maintaining relationships across broker-dealers, trust companies and insurance companies. ESG factors are flagged as an active consideration in the firm’s process, suggesting environmental, social and governance criteria are integrated into investment selection or engagement practices. The firm’s activity profile points to an emphasis on alternatives and privately managed strategies, with public equity holdings representing only a small portion of its capital deployment.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 3CHRISTOPHER HEDBERG
Principal & Chief Operating OfficerCRD 2263364
BRANDYNN MORRIS
Chief Financial OfficerCRD 7718124
CHRISTIE OBERG
Chief Compliance OfficerCRD 7606296
Contacts
3 of 3MATTHEW BOGART
Principal & General CounselCRD 5854623
JODY GUNDERSON
Managing PrincipalCRD 6678102
LUCAS DETOR
Managing PrincipalCRD 4226286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 1601 Utica Ave S
- Time zone
- CT (UTC-6)
- Office locations
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