CARBON DIRECT CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 317548
- Registered since
- May 1, 2023
- Website
- www.carbon-direct.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Carbon Direct Capital Management LLC is an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles to institutional investors. The firm is classified as a multifaceted fund manager with primary activity in private equity and venture capital fund sponsorship and management. It serves a small institutional client base and operates under a fee model that combines a percentage-of-assets component with performance-based fees. Carbon Direct Capital Management does not identify as an active ESG investor. The firm also lists roles consistent with fund sponsorship and management—acting as sponsor, general partner, or managing member of pooled vehicles—and is not structured as a capital allocator or a multi-state adviser.
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
2 of 2ALICIA ESTELLA
Chief Financial Officer & Chief Compliance OfficerCRD 5551530
JONATHAN GOLDBERG
Founder and CEOCRD 4689969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 17 State St
- Time zone
- ET (UTC-5)
- Office locations
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