Carval Clo Management LLC
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 298135
- Registered since
- September 23, 2024
- Website
- www.abcarval.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Carval Clo Management LLC is a limited liability company that manages securitized asset funds on behalf of institutional clients. The firm is SEC-registered (registered in 2024) and positions itself as a manager of pooled investment vehicles, providing portfolio management for those structures rather than acting as a broad capital allocator. Its fee model mixes a percentage-of-assets under management with performance-based fees, and the firm identifies as an active ESG investor, indicating ESG considerations are part of its investment and manager-selection process. Ownership is recorded as a combination of a domestic entity and individual owners. The firm's affiliations span multiple segments of the financial ecosystem: connections to broker-dealers, other investment advisers, CPO/CTA relationships, trust companies, accounting and insurance firms, and sponsor/GP roles for pooled vehicles. Those ties suggest a hybrid operating model that combines fund management with sponsorship and service-provider coordination for pooled products.
Assets & Accounts
Investments & Alternatives
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
3 of 3
Christopher Hedberg
Principal & Chief Operating OfficerCRD 2263364

Christie Oberg
Chief Compliance OfficerCRD 7606296

Brandynn Morris
Chief Financial OfficerCRD 7718124
Contacts
2 of 2
Matthew Bogart
Principal & General CounselCRD 5854623
Christopher Mawn
PrincipalCRD 2327279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 1601 Utica Ave S
- Time zone
- CT (UTC-6)
- Office locations
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