$24.5M Total AUM
$24.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- FocusWave +more
- Established Date
- 10-31-2012
- Office Locations
- 1
Office Locations
100 East Penn Square Mindspace Suite 402 Philadelphia PA
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.
Team overview
55 AVG AGE
$24.5M AVG AUM / ADVISOR
$876.3K AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Insight Pathway timber Momentum Pathway Alpha ridge Optima Harbor north North oak Value timber Alpha wave Alpha oak
Client Personas
Peak
Custodian
Timber ridge Meridian Ridge vital Delta Prime Matrix quantum Foundation pioneer Optima ridge Optima pioneer Timber fusion Capital Pathway meridian Element vertex Horizon harbor Eagle Frontier Alpha Vector peak Bridge prime Pioneer
Investment Themes
Bridge foundation Crest ember Horizon delta
Investment Vehicles
Vital
Platform
Atlas legacy
Services
Vector radial Focus pioneer Foundation Pathway Pioneer foundation Eagle Ember alpha
Technology
Momentum bridge Signal Harbor
Owner & Executives
MICHAEL CAREY
Financial Advisor, President
- CRD
- #6125010
- Ownership
- 75% or more
(429) 565-2894
radial.momentum@catalystcapital.com
in linkedin.com/in/insight-summit
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $24,535,172
Equity - Exchange:
16.3% U.S. Government/Agency:
20.3% Municipal Bonds:
19.3% Cash:
16.7% Public Funds:
12.8% Derivatives:
14.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,303,270,577 | 16.3% |
| U.S. Government/Agency | $1,623,091,577 | 20.3% |
| Municipal Bonds | $1,543,136,327 | 19.3% |
| Cash | $1,335,252,677 | 16.7% |
| Public Funds | $1,023,427,201 | 12.8% |
| Derivatives | $1,167,346,651 | 14.6% |
| Total | $7,995,525,010 | 100.0% |