CARAVAN MANAGEMENT, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 311590
Firm profile
FINTRXOverview
Caravan Management, LLC is organized as a limited liability company and is identified as an owner-operated adviser (owner type: individual). The firm is classified as unclassified in the snapshot data and does not appear to operate as a capital allocator or a multi-state adviser. The record does not provide an SEC registration year. Caravan Management is not flagged as an active ESG investor, and it is not listed as a pension consultant or a related adviser to another firm. The available information indicates the firm’s primary activity is managing private investment vehicles rather than running a traditional client-facing advisory business.
Assets & Accounts
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
Owners & executives
1 of 1Malhar Oza
Partner, Chief Operating OfficerCRD 8066748
Contacts
1 of 1ADAM WINNICK
FounderCRD 3002317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
LOS ANGELES
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 9903 S Santa Monica Blvd
- Time zone
- PT (UTC-8)
- Office locations
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