A complete list of active advisors currently associated with Carapace Financial Advisors LLC

Warmer can help you find a great advisor at Carapace Financial Advisors LLC or one who fits your needs even better.

Carapace Financial Advisors LLC provides discretionary portfolio management and sub‑advisory services primarily to high‑net‑worth individuals, private funds, and other registered investment advisers, overseeing roughly $92 million in client assets. The firm offers its services directly to individual clients and also makes its proprietary strategies available to third‑party money managers and accredited/institutional investors through private‑placement offering documents. The firm specializes in customized market‑linked hedging and income strategies that pair collateral (typically diversified large‑cap equities or U.S. Treasuries) with exchange‑listed options — including FLEX options — to seek reduced downside exposure and capped upside or enhanced income; option positions are generally 12–15 months in maturity. Strategies are implemented on a discretionary basis, and Carapace states it will honor written investment restrictions and sub‑advisory mandates from primary advisers. Notably, Carapace serves as the manager and sponsor of pooled private funds (Carapace Funds LLC, a multi‑series Delaware LLC) and provides portfolio management for those pooled vehicles, roles that are less common among similarly sized advisory teams. The brochure discloses an affiliation with Oliver Luxxe Assets LLC (which acts as equity advisor to the funds) and notes that private‑fund investors receive audited annual financial statements, reflecting the firm’s simultaneous involvement in individual accounts, sub‑advisory relationships, and sponsored pooled vehicles.

To learn more about the advisors currently working at Carapace Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.