Carapace Financial Advisors LLC

Overview

Carapace Financial Advisors LLC is a fee-based advisory firm organized as an LLC that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides portfolio management for individuals and small businesses, runs pooled investment vehicles, and selects outside advisers. Compensation mixes percentage-of-AUM and fixed fees. Carapace reports it is not an active ESG investor and does not position itself as a multi-state adviser or pension consultant. Its organizational roles include acting as an investment adviser and sponsor and serving as a general partner/managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices