RIA Intel›Advisers›New York›CARISSIMA CAPITAL LLC

CARISSIMA CAPITAL LLC

Advisory

NY

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in NY

#5,444

of 5,722 advisers by AUM

Average account

$565K

across 8 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$2M

Non-Discretionary AUM$2M

Discretionary %53.5%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

8 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

M. D. FALK & COMPANY, INC.

$5M

LIGHTHOUSE WEALTH MANAGEMENT, LLC

$5M

KENSINGTON WEALTH MANAGEMENT, LLC

$4M

J.M. GOLDBERG WEALTH MANAGEMENT LLC

$4M

BARTHELEMY GROUP LLC

$5M

THE KEMINTON GROUP

$5M

Get the full picture on CARISSIMA CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CARISSIMA CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans