Care Advisors LLC (New York)

Name: Care Advisors LLC
Address: 830 Third Avenue, New York, NY, 10022
Telephone: 212-829-5862

Care Advisors LLC is a large advisory firm based in New York. It manages $350 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006.

Care Advisors 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.

Care Advisors: assets under management

The assets under management (AUM) of Care Advisors LLC is $350 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $350 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.67 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Care Advisors 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.

Careers at Care Advisors LLC

Keith Michael Rosenbloom has been acting as President since 1 Jul 2003. Robin Mokhtar joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Keith Michael Rosenbloom	President	1 Jul 2003	25% - 50%	2335150
Michael Stewart Falk	Member	1 Jul 2003	25% - 50%	1260489
Comvest Group Holdings Llc	Member	1 Jul 2003	Other	01-0622406
Robert Lynn Priddy	Member	1 Jul 2003	Other	3063168
Robert H. Lessin Venture Capital Llc	Member	1 Jul 2003	Other	13-4095486
Robert Anthony Osullivan	Member	1 Jul 2003	Other	2305461
Laurence Schreiber	Member	1 Jan 2004	Other	2389538
Robin Mokhtar	Chief compliance officer	1 Jan 2006	Other	5066080

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Howard Lessin	Member	1 Jan 2000	75% - 100%	1367405
Michael Stewart Falk	Member	1 Feb 2002	50% - 75%	1260489

Based in New York

The principal office where Care Advisors LLC performs its advisory services is located at 830 Third Avenue, New York, NY 10022, 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 212-829-5862 or by fax 212-829-5980. The normal business hours are 9:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at carecapitalgroup.com.