Carissima Capital LLC

Overview

Carissima Capital LLC is a small, independently operated registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small businesses. It charges a mix of fee types—percentage of assets under management, hourly fees and fixed fees—allowing flexibility for both ongoing advisory relationships and project-based planning work. Investment activity emphasizes traditional wealth-management building blocks alongside access to third-party alternative managers. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. Its advisory scope is narrow: multi-state registration and pension consulting are not represented, and the firm lists a law firm affiliation among its industry relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices