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.

You can reach the main office by calling the phone number 678-905-5723 or by fax 770-859-9291. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.