CAREY INVESTMENT SOLUTIONS LLC

CAREY INVESTMENT SOLUTIONS LLC of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 165605). Regulatory assets under management: $24.5M.

Registration

• CRD: 165605
• Type: Registered investment adviser
• Location: 100 EAST PENN SQUARE, PHILADELPHIA, PA, 19107
• Phone: 610-909-2501
• Latest filing: 2026-01-20
• Regulatory AUM: $24.5M
• Discretionary AUM: $24.5M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165605 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search