RIA Intel›Advisers›Minnesota›AB CARVAL INVESTORS, LP

AB CARVAL INVESTORS, LP

Advisory

N·MINNEAPOLIS, MN

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM

$16.8B

1-Year AUM Growth

-17.9%

3-Year CAGR

-3.2%

Employees

72

Assets Under Management

Total AUM$16.8B

Discretionary AUM$14.1B

Non-Discretionary AUM$2.6B

Discretionary %84.2%

Total Clients67

Team

Total Employees72

Investment Advisers186

Employee Growth (1Y)-3.9%

Filing History

Total Filings on Record64

First FilingOct 15, 2010

Latest FilingFeb 18, 2026

🔒 Full AUM trend chart and 64 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AB CARVAL INVESTORS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.