Carofin, LLC

Overview

Carofin, LLC is organized as a limited liability company and is registered with the SEC (registration year 2019). The firm is classified as an investment bank and placement agent rather than a traditional asset manager or wealth manager. Ownership is listed as a mix of a domestic entity and an individual. The firm’s public snapshot identifies it as not being a capital allocator, not operating as a multi-state adviser, not engaging in active ESG investing, and not serving as a pension consultant or a related adviser. Details on fee arrangements, client segments, and specific advisory or business activities were not provided in the source material.

Assets & Accounts

Location & Offices