Carswell Investments is a wealth manager based in East Syracuse, United States, founded in 2011. Verified contact details, AUM data, and investment preferences on FindLPs.
Carswell is a boutique wealth and investment management firm specializing in serving the unique needs of affluent individuals, families and select institutions. We help our clients achieve their objectives by providing highly personalized Wealth Management, Institutional Advisory and Retirement Plan Services. As an independent, fee-only SEC Registered Investment Advisor (RIA), Carswell manages portfolios objectively using a well-defined evidence-based investment philosophy that is complemented with attentive client service and communication.
Investment types: Long-Term Investments, Investment Funds
Sectors & themes: Debt Management, Diversified Finance Consulting, Endowment Fund, Investment Management, Legal & Tax Services, Multi-Asset Investing, Retirement Planning, Superannuation/Pension Funds, Trust Management, Wealth & Estate Planning, Finance, Financial Services, High-Level Sectors, Non-Profit, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 6319 Fly Road\nSuite 2B\nEast Syracuse\nNew York\n13057\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.