Carpenter Fund Manager Gp, LLC is a large advisory firm based in Irvine. It manages $408.79 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2008.
Carpenter Fund Manager Gp provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Carpenter Fund Manager Gp, LLC is $408.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 376% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Carpenter Fund Manager Gp, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Carpenter Fund Manager Gp, LLC performs its advisory services is located at 5 Park Plaza, Irvine, CA 92614, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-261-8888 or by fax 949-261-0880. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at carpentercompany.com.