William Carabasi
William Carabasi is a CFA-designated registered investment advisor at William Cary Capital Management, based in Philadelphia, PA, with 8 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $2.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
William Cary Capital Management manages investments for a pooled investment fund. The firm charges an annual management fee of 1.0% of each investor’s capital account balance, calculated and paid quarterly. The general partner of the fund is also entitled to a performance-based profit allocation of 20.0% of net profits exceeding an 8.0% hurdle rate.
Location
12 West Willow Grove Avenue, Office 10, Philadelphia, PA, 19118
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the majority owner of Carabasi Group LLC, a Goosehead Insurance franchise offering property and casualty insurance. He dedicates a significant amount of time to this business, totaling 160 hours per month.
Employment History
Current Registrations
William Cary Capital Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.