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.
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 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. 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.
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.
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.