CARYA MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
334933

Firm profile

FINTRX

Overview

Carya Management, LLC is an individually owned limited liability company that operates as a sponsor and general partner/managing member of pooled investment vehicles. The firm’s public profile does not present it as a traditional multi-state registered adviser or as a capital allocator; it is not identified as an active ESG investor. Classification data lists the firm as unclassified and does not provide typical advisory-service descriptors or fee-structure details.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Sharath Keshava Narayana

    General PartnerCRD 7710989

  • Andres Perez Soderi

    General PartnerCRD 8066935

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
437 Lytton Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth