CARO INVESTORS
SEC RegisteredMaking the Middle-Market Matter
About the firm
Caro is a Maryland-based investment management firm that provides capital solutions to middle-market real estate sponsors. The firm's mission is to be a leader in the alternative asset management industry and deliver attractive results to institutional investors over the long-term. Caro aims to fill a growing void of institutional investment management firms addressing middle-market investment opportunities in real estate and credit.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Capital solutions to middle-market real estate sponsors; alternative asset management with a fundamental research-based approach to investment underwriting and execution in real estate and credit.
Who they serve
Institutional investors such as pension funds, university endowments, and foundations, as well as middle-market real estate sponsors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 2 | $317M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CARO INVESTORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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