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KARE MANAGER HOLDINGS, L.P.

Advisory

BOCA RATON, FL

Data as of Aug 6, 2026 · Source: SEC Form ADV

Rank in FL

#31

of 2,617 advisers by AUM

Source: SEC Form ADV. Figures as filed Aug 31, 2026.

Total AUM

$19.8B

Discretionary %

—

Clients

—

Employees

85

One filing on record

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$19.8B

Discretionary AUM$19.8B

Non-Discretionary AUM$0

Discretionary %—

Total Clients—

Team

Total Employees85

Investment Advisers162

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InCA, CT, FL, IL, NY, WA

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.

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Owners & Officers

21 on record

From SEC Schedule A/B filings

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

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Client Demographics

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

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Advisers of similar size in FL

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

MORGAN J P FSB

PALM BEACH, FL

$20.0B

PENTWATER CAPITAL MANAGEMENT LP

NAPLES, FL

$19.3B

+11.9% 1Y

ARMOUR CAPITAL MANAGEMENT LP

VERO BEACH, FL

$21.0B

+9.8% 1Y

1823 PARTNERS (US) LLC

MIAMI, FL

$18.5B

UNIVERSA INVESTMENTS L.P.

MIAMI, FL

$21.3B

-1.7% 1Y

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

TAMPA, FL

$18.2B

+19.8% 1Y

Browse all 2,617 advisers in Florida →

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Counts advisers in Florida reporting AUM on their latest Form ADV.

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