Caro Investors Management, LLC
● SEC registered since 2025CRD 332085SEC# 801-133734Chevy Chase, MD
Ranks #4,516 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$316.7M
Fund GAV
$219.7M
Private funds
1
Employees
6
Accounts
2
Location
Chevy Chase, MD
Caro Investors Management, LLC assets under management
Caro Investors Management, LLC is an investment advisory firm registered with the SEC based in Chevy Chase, MD. The firm has been registered since 2025. It reports $316.7 million in regulatory assets under management and employs 6 people. Caro Investors Management, LLC manages 1 private fund with combined gross assets of $219.7 million, including Caro Real Estate Credit Fund, LP. By regulatory assets, it ranks 4,516 of 6,004 private fund managers.
Caro Investors Management, LLC private funds
1 funds · $219.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Caro Real Estate Credit Fund, LP | Real Estate | $219.7M | $5M |
Caro Investors Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Careina Dorothy Williams Control | Founder, Managing Partner | Under 5% | 2024 |
| Caro Management Holdco LP Control | Managing Member | Over 75% | 2024 |
| Matthew Jesse Holmes | Chief Compliance Officer | Under 5% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Caro Investors Management, LLC manage?
Caro Investors Management, LLC reports $316.7 million in regulatory assets under management on its Form ADV.
How many private funds does Caro Investors Management, LLC manage?
Caro Investors Management, LLC manages 1 private funds with combined gross assets of $219.7 million.
How many employees does Caro Investors Management, LLC have?
Caro Investors Management, LLC reports 6 employees.
Where is Caro Investors Management, LLC located?
Caro Investors Management, LLC is based in Chevy Chase, MD and has been SEC-registered since 2025.
Does Caro Investors Management, LLC disclose fund performance?
Caro Investors Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Wisconsin Circle, Suite 1110, Chevy Chase, MD 20815 |
| Phone | 571.679.3476 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$316.7M▲ 44%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$316.7Mregulatory AUM
Discretionary $219.7MNon-discretionary $97M