Investment adviser · CRD 332085

CARO INVESTORS

Investment adviser filing (IA)

CARO INVESTORS MANAGEMENT, LLC

CHEVY CHASE, MD, United States · Form ADV filed Mar 30, 2026

Regulatory AUM
$317M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles2$316,675,000100.0%
Filing source

Form ADV 2059495 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CARO REAL ESTATE CREDIT FUND, LPReal Estate Fund · Last reported Mar 30, 2026$220MGross asset value

Form D fundraising filings

Caro Real Estate Credit Fund, L.P.

Fund administrator SS&C TECHNOLOGIES, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG, LLP CHARLOTTE, North Carolina, United States
Custodian CITIZENS BANK, N.A. PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG, LLP
PCAOB 185

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Fund details & source
Fund ID
805-3184428394
Reported beneficial owners
6
Minimum commitment
$5M
Form D file number
021-558658

Form ADV 2059495 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

2 WISCONSIN CIRCLE, SUITE 1110
CHEVY CHASE, MD, 20815, United States

CRD 332085

Filing source

Form ADV 2059495 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.