# AB CARVAL INVESTORS, LP

AB CARVAL INVESTORS, LP of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 141819
- Type: SEC-registered investment adviser
- SEC file number: 801-71932
- Location: 1601 UTICA AVENUE SOUTH, SUITE 1000, MINNEAPOLIS, MN, 55416-3496
- Phone: 952-444-4780
- Latest filing: 2026-03-30
- Regulatory AUM: $18.4B
- Discretionary AUM: $13.8B
- Non-discretionary AUM: $4.7B
- Clients: 169
- Accounts: 69

## Business model

- Compensation: % of AUM, Performance
- Clients served: Pooled vehicles, Investment cos

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| [Christie Ramona Farris Oberg](https://search.stillhousedata.com/person/690576) | CHIEF COMPLIANCE OFFICER | — |
| [Matthew Robert Bogart](https://search.stillhousedata.com/person/690577) | GENERAL COUNSEL | — |
| [Christopher John Hedberg](https://search.stillhousedata.com/person/690578) | CHIEF OPERATING OFFICER | — |
| [Brandynn Young Morris](https://search.stillhousedata.com/person/690579) | CHIEF FINANCIAL OFFICER | — |
| [Jody Ann Gunderson](https://search.stillhousedata.com/person/694872) | MANAGING PRINCIPAL | — |
| [James Patrick Ganley](https://search.stillhousedata.com/person/694873) | MANAGING PRINCIPAL | — |
| [Lucas Kole Detor](https://search.stillhousedata.com/person/694874) | MANAGING PRINCIPAL | — |
| [CLARK JEFFREY SCOTT](https://search.stillhousedata.com/person/731573) | CIO, EXECUTIVE TEAM; ELECTED MANAGER, CIO; PRINCIPAL AND DIRECTOR | — |
| [FERNANDEZ AURELIO ENRIQUE](https://search.stillhousedata.com/person/746617) | DIRECTOR | — |
| [CUTLER LINDA SUSAN](https://search.stillhousedata.com/person/768201) | DIRECTOR | — |
| [MACLENNAN DAVID WOOD](https://search.stillhousedata.com/person/777243) | DIRECTOR | — |
| [BRICE JOHN ROGER SIMPSON](https://search.stillhousedata.com/person/793508) | ELECTED MANAGER, PRESIDENT, CIO; PRESIDENT AND DIRECTOR; PRESIDENT, CIO (+2 more) | — |
| [VORBRICH PETER ALAN](https://search.stillhousedata.com/person/793509) | CFO; CFO, DIRECTOR; CFO, EXECUTIVE TEAM (+2 more) | — |
| [RIAL SERGIO AGAPITO LIRES](https://search.stillhousedata.com/person/793510) | DIRECTOR | — |
| [CONWAY PAUL DAMIAN](https://search.stillhousedata.com/person/793511) | DIRECTOR | — |
| [BOGART MATTHEW ROBERT](https://search.stillhousedata.com/person/793512) | CHIEF LEGAL OFFICER; CHIEF LEGAL OFFICER/CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL (+1 more) | — |
| [SARTEAU HERVE LEOPOLD DENIS](https://search.stillhousedata.com/person/793513) | ELECTED MANAGER; PARTNER; PRINCIPAL | — |
| [ROSHA UZI NMN](https://search.stillhousedata.com/person/793514) | CHIEF COMPLIANCE OFFICER | — |
| [CORRIDAN DAVID PATRICK](https://search.stillhousedata.com/person/797880) | DIRECTOR | — |
| [ROSHA UZI](https://search.stillhousedata.com/person/810804) | CHIEF COMPLIANCE OFFICER | — |
| [COOLEY PATRICK MICHAEL](https://search.stillhousedata.com/person/814004) | CHIEF FINANCIAL OFFICER; CONTROLLER | — |
| [ROBERTSON DAVID ALEXANDER](https://search.stillhousedata.com/person/814005) | DIRECTOR | — |
| [Olson Jayme Donald](https://search.stillhousedata.com/person/836870) | DIRECTOR | — |
| [GUNDERSON JODY ANN](https://search.stillhousedata.com/person/839644) | EXECUTIVE MANAGING DIRECTOR; DIRECTOR; LIMITED PARTNER; MANAGING PRINCIPAL (+1 more) | — |
| [GANLEY JAMES PATRICK](https://search.stillhousedata.com/person/839645) | EXECUTIVE MANAGING DIRECTOR; DIRECTOR; LIMITED PARTNER; MANAGING PRINCIPAL (+2 more) | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Private funds (64)

_Showing 15 of 64 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| CVI CVF V POOLING FUND II LP | Hedge Fund | Delaware | 232 | $2.7B | $10.0M |
| CVI CVF IV MASTER FUND II LP | Hedge Fund | Delaware | 139 | $1.3B | $10.0M |
| CVI AA MASTER FUND II LP | Hedge Fund | Delaware | 27 | $935.4M | $5.0M |
| CENTRE STREET CARVAL PARTNERSHIP LP | Hedge Fund | Delaware | 8 | $565.7M | $5.0M |
| CVI CVF V POOLING FUND I LP | Hedge Fund | Delaware | 232 | $559.9M | $10.0M |
| CVI CEF MASTER FUND III LP | Hedge Fund | Delaware | 45 | $419.2M | $5.0M |
| CVI CVF SINGAPORE HOLDINGS VCC | Hedge Fund | Singapore | 10 | $406.0M | — |
| CVI CEF II POOLING FUND IV LP | Hedge Fund | Delaware | 373 | $384.2M | $5.0M |
| CVI CVF V POOLING FUND III LP | Hedge Fund | Delaware | 232 | $363.5M | $10.0M |
| CVI CEF II POOLING FUND I LP | Hedge Fund | Delaware | 373 | $326.6M | $5.0M |
| CVI CSF MASTER FUND II LP | Hedge Fund | Delaware | 8 | $307.6M | $300.0M |
| CVI CCOF MASTER FUND I LP | Hedge Fund | Delaware | 11 | $277.4M | $5.0M |
| CVI CVF III MASTER FUND II LP | Hedge Fund | Delaware | 113 | $224.6M | $10.0M |
| CVIC MASTER FUND LP | Hedge Fund | Cayman Islands | 65 | $198.1M | $5.0M |
| CVI CEF II POOLING FUND II LP | Hedge Fund | Delaware | 373 | $195.2M | $5.0M |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 23 | 212-457-0147 |
| NEW YORK | NY | 23 | 212-457-0147 |
| LONDON | — | 22 | 44 20 72927700 |
| LONDON | — | 22 | 44 20 72927700 |


## Fund service providers (3)

- administrator: NORTHERN TRUST HEDGE FUND SERVICES — 62 funds
- administrator: INTERTRUST SHANGHAI
- administrator: NORTHERN TRUST HEDGE FUND SERVICES, ACTING THROUGH ITS SINGAPORE BRANCH "NORTHERN TRUST SINGAPORE"

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141819/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141819/similar
- Related entities: https://search.stillhousedata.com/firm/141819/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141819

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.