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Carousel Capital Management Company, L.P. is a reputable financial advisory firm that has been providing expert guidance to its clients for over 15 years. The company, founded in 2005, is committed to helping clients achieve their financial goals by providing personalized solutions and exceptional service.

How does the advisor help clients – Key Takeaways:

  • Expert financial guidance and advice
  • Personalized solutions tailored to individual client needs
  • Superior customer service and support

Facts and Insights

Carousel Capital Management Company, L.P. has a total of $2.5 billion of assets under management. The firm has a team of 10 experienced and knowledgeable advisors who are dedicated to helping clients build and manage their wealth. Their extensive experience and expertise in the financial industry allow them to provide valuable insights and recommendations to clients.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$2.5 billion 10 15 years

Financial Services Offered

Carousel Capital Management Company, L.P. offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, retirement planning, estate planning, tax planning, and more. The team of advisors works closely with clients to understand their financial goals and develop a customized plan to help them achieve those goals.

Client Types

Carousel Capital Management Company, L.P. serves a variety of clients, including high net worth individuals, families, and businesses. The firm’s client base is made up of both individual and institutional investors who trust them to manage their wealth and assets.

Fees & Compensation

Carousel Capital Management Company, L.P. charges fees based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with their clients, as they only earn more when their clients’ investments perform well. This approach allows for a transparent and fair relationship between the firm and its clients.


Carousel Capital Management Company, L.P. was founded by a team of seasoned financial professionals with a shared passion for helping clients achieve financial success. The firm’s advisors have a diverse background in the financial industry, with years of experience in providing sound financial advice and managing wealth.

Financial Advisor Disclosures to Know

It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. Carousel Capital Management Company, L.P. ensures transparency by fully disclosing all potential conflicts of interest and constantly monitoring and managing them. They are committed to maintaining the trust and confidence of their clients at all times.

In conclusion, Carousel Capital Management Company, L.P. is a trustworthy and reputable financial advisory firm that helps clients reach their financial goals through expert guidance, personalized solutions, and exceptional service. With a team of experienced advisors, a diverse range of financial services, and a commitment to transparency, the firm is well-equipped to serve the needs of its clients and help them achieve financial success.

Company Information

Main Office

Mail Office

Other Information

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