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Kare Manager Holdings, L.P. registers with the SEC (Boca Raton, FL)
New SEC-registered adviser · CRD 343124 · 801-137236 · effective 2026-09-08
Effective 2026-09-08. 162 employees (85 advisory), $19.8B regulatory AUM across 29 accounts. Advises private funds. Affiliated with a broker-dealer. Notice-filed in CA, IL, NY, WA, CT, FL. Limited Partnership (DE).
Advises private fundsBroker-dealer affiliate10+ employeesHas custodyNotice-filed in 5+ statesPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Recruiting & RIA platforms
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance