Carderock Capital Management, Inc.
Investment Details
Investor Type
Family Office
Asset Class Focus
Fixed Income (Debt and Bonds), Equity
Stage Focus
Growth, Late Stage, Pre-IPO
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Industrials
- Real Estate
- Materials
- Telecommunications
- Utilities
- Consumer Services
- Basic Materials
- Consumer Non-Durables
- Health Services
- Technology Services
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1986
Established in 1986, Carderock Capital Management, Inc. is an independent registered investment management firm based in Chevy Chase, Maryland. The firm specializes in equity strategies, focusing on managing portfolios for individuals and families in the Washington D.C. area. Carderock is structured with a small core group of experienced portfolio professionals dedicated to helping clients meet their financial objectives.
The firm's investment approach emphasizes active management, aiming to achieve financial goals through a series of smaller, strategic decisions over time rather than large, high-risk market calls. This strategy involves controlling overall risk through asset allocation and optimizing the quality of underlying securities. Carderock's portfolio managers are also shareholders of the firm, ensuring alignment of interests and a long-term focus.
Carderock Capital Management offers personalized investment management services, tailoring portfolios to the specific needs and risk profiles of each client. The firm is committed to providing clear communication, including quarterly statements and annual in-person meetings, to review progress and refine strategies. This client-centric approach reflects Carderock's dedication to serving the financial interests of its clients with integrity and expertise.
Requirements
- Accredited investors only
- Long-term investment horizon
Contact
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