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 registered with the SEC in 2024 that operates primarily as a manager of securitized asset funds and other pooled vehicles. It serves institutional clients and provides portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. The firm charges a combination of percentage-of-assets and performance-based fees. Carval Clo identifies as an active ESG investor and maintains multiple industry relationships—ranging from broker-dealer and other investment-adviser roles to CPO/CTA, trust company, insurance company, and sponsor/GP or managing-member activity for pooled investment vehicles—which suggests in-house capabilities across product sponsorship, administration, and distribution.
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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