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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-31-2012
- Office Locations
- 1
Office Locations
About Carey Investment Solutions LLC
W. P. Carey (NYSE: WPC) is a diversified net lease REIT focused on acquiring operationally critical, single-tenant properties in North America and Europe. The firm provides capital solutions to public and private companies, developers, and private equity through customized sale-leasebacks, build-to-suits, and net lease acquisitions, and supports tenants via long-term asset management partnerships, including expansion and retrofit projects.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 28 clients, or 28 clients per representative. That equates to $876.3K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on January 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Carey Investment Solutions LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL CAREY
Financial Advisor, President
- CRD
- #6125010
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,535,172 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,535,172 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Carey Investment Solutions LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.