RIA Intelligence

CARO INVESTORS MANAGEMENT, LLC

Legal name: CARO INVESTORS

CRD #332085 SEC #801-133734 CHEVY CHASE, MD 571.679.3476
SEC Registered Private Funds
Total AUM
$219.7M
Discretionary
$219.7M
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HOLMES, MATTHEW, JESSEICHIEF COMPLIANCE OFFICERNA
HOLMES, MATTHEW, JESSEICHIEF COMPLIANCE OFFICERNA
HOLMES, MATTHEW, JESSEICHIEF COMPLIANCE OFFICERNA
HOLMES, MATTHEW, JESSEICHIEF COMPLIANCE OFFICERNA
WILLIAMS, CAREINA, DOROTHYIFOUNDER, MANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
WILLIAMS, CAREINA, DOROTHYIFOUNDER, MANAGING PARTNERNA Control
WILLIAMS, CAREINA, DOROTHYIFOUNDER, MANAGING PARTNERNA Control
WILLIAMS, CAREINA, DOROTHYIFOUNDER, MANAGING PARTNERNA Control
WILLIAMS, CAREINA, DOROTHYIFOUNDER, MANAGING PARTNERNA Control
CARO MANAGEMENT HOLDCO LPDEMANAGING MEMBERE Control
CARO MANAGEMENT HOLDCO LPDEMANAGING MEMBERE Control
CARO MANAGEMENT HOLDCO LPDEMANAGING MEMBERE Control
CARO MANAGEMENT HOLDCO LPDEMANAGING MEMBERE Control
CARO MANAGEMENT HOLDCO LPDEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CARO INVESTORS HOLDCOS GP LLCDECARO MANAGEMENT HOLDCO LPF Control
WILLIAMS, CAREINA, DOROTHYICAREINA WILLIAMS REVOCABLE TRUSTF Control
CAREINA WILLIAMS REVOCABLE TRUSTDECARO MANAGEMENT HOLDCO LPE Control

Registrations

Federal

IA
Oct 29, 2025 REGISTERED

Notice Filings (1)

MD

Address

2 WISCONSIN CIRCLE
SUITE 1110
CHEVY CHASE, MD 20815
United States
Phone: 571.679.3476