Cartera Investments

Overview

Cartera Investments is a small, privately held limited liability company that provides financial planning and portfolio management services targeted at individuals and small businesses. The firm bills clients using a mix of AUM-based fees and fixed fees. Regulatory data indicates it is not a multi-state adviser, is not classified as a capital allocator, and does not market itself as an active ESG investor. Advisory activity is narrowly focused on personalized planning and discretionary portfolio management rather than institutional consulting or pension advisory work. The firm’s organizational footprint is owner-managed and its formal classification on public records is unclassified; the SEC registration year is not listed.

Assets & Accounts

Public Holdings

Investments & Alternatives