Carf Management LLC (Atlanta)

Carf Management LLC is an investment adviser to an investment company based in Atlanta. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Georgia and Minnesota.

Carf Management provides portfolio management for investment companies and proposed portfolio management for a new registered investment company river rock iv fund. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Carf Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Carf Management LLC

Timothy Todd Price has served as the Chief Investment Officer since 1 Jan 2012. Kevin Vern Ellis joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Vern Ellis	Cco	1 Jan 2012	Other	5434963
Llc Fisco Funds Management	Owner	1 Jan 2012	50% - 75%	27-3019063
Op 8 Analytics Llc	Owner	1 Jan 2012	50% - 75%	58-2685537
Timothy Todd Price	Chief investment officer	1 Jan 2012	Other	4592065

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kevin Vern Ellis	Member and chief operating officer	1 Jul 2010	25% - 50%	5434963
Harry Elliot Haynes	Member	1 Jul 2010	25% - 50%	2246388
Joe St. John	Member	1 Jul 2010	25% - 50%	5593935
Paul Girard Deming	Member	1 Aug 2010	Other	721692
Steven Charles Schwab	Member	1 Aug 2010	Other	2896085
Samuel Trent Dekinder	Member	1 Jan 2012	25% - 50%	64269
Gerald John Zulli	Member	1 Jan 2012	Other	477346

Based in Atlanta

The principal office where Carf Management LLC performs its advisory services is located at 1899 Powers Ferry Road Se, Atlanta, GA 30339, which is also the mailing address of the firm. An additional office of the firm is in Bloomington, MN. It doesn’t run an office outside of the United States.