William Robert Carabasi

Employer firm

William Cary Capital Management CRD 292135

$2.70M regulatory AUM

Reported services (Item 5G)

• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 11/2017
  Nine Ten Capital Management
  Austin, TX
• 01/2018 → Present
  William Cary Capital Management
  Philadelphia, PA

Other Businesses

CARABASI GROUP LLC; AGENCY OWNER; INVESTMENT RELATED: NO; 1530 LOCUST STREET PHILADELPHIA PA 19102 UNITED STATES OF AMERICA; CARABASI GROUP LLC OPERATES AS A FRANCHISE OF GOOSEHEAD INSURANCE, OFFERING PROPERTY AND CASUALTY INSURANCE COVERAGE TO ITS CLIENTS. ; 2023-03-02; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 60; HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 100; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 50; WILLIAM CARABASI IS THE MAJORITY OWNER OF CARABASI GROUP LLC

Designations

• Chartered Financial Analyst