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CARA PORTFOLIO MANAGEMENT LIMITED

Advisory

N·

Data as of Jul 31, 2019 · Source: SEC Form ADV

Total AUM
$700K
1-Year AUM Growth
+6.1%
3-Year CAGR
-30.2%
Employees
1
Assets Under Management
Total AUM$700K
Discretionary AUM$700K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record19
First FilingOct 9, 2008
Latest FilingJul 31, 2019
🔒 Full AUM trend chart and 19 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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