Cary Watkins 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

• 07/2016 → 01/2018
  Sands Capital Management
  Arlington, VA
• 01/2018 → Present
  William Cary Capital Management
  Philadelphia, PA

Other Businesses

HILLBROOK COLLECTIONS LLC; EMPLOYEE;INVESTMENT RELATED: NO; 16 DUPONT ROAD COATESVILLE PA 19320 UNITED STATES OF AMERICA; HILLBROOK COLLECTIONS IS A SMALL BUSINESS THAT SPECIALIZES IN DESIGNING CUSTOM GARDEN HOUSES. ; CARY IS HAS A RANGE OF PART-TIME RESPONSIBILITIES, SUCH AS MAINTAINING RELATIONSHIPS WITH CUSTOMERS AND SUPPLIERS, AND PROVIDING SUPPORT FOR BACK-OFFICE OPERATIONS.; 2023-01-02; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 20;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 50;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 50;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-29