Cary Street Partners

Cary Street Partners serves a broad mix of clients — individuals (including high‑net‑worth), corporations, trusts, retirement plans, and other institutional clients. Its services include discretionary and non‑discretionary portfolio management, financial planning, separately managed accounts, selection of third‑party managers, retirement plan fiduciary services, wrap fee programs, insurance‑strategy reviews, and access to lending options.

Portfolios are constructed from a client profile that incorporates investment objectives and risk tolerance and are monitored on a transaction, periodic, and as‑needed basis. The firm offers affiliated proprietary strategies through its asset‑management affiliate (including mutual fund/ETF strategies, separate accounts and an affiliated ETF), engages sub‑advisers and third‑party managers, and uses AI tools to assist meeting notes, research and portfolio modeling with human oversight retained for final decisions.

Noteworthy distinctions include its indirect majority ownership by private equity fund CIVC Fund VII and the presence of affiliated businesses (a broker‑dealer and an asset manager) that support proprietary products and referral arrangements. The firm sponsors wrap programs, offers feeder funds that may pay performance‑based fees or carried interest, and makes lending products available through affiliates — arrangements that can lead to additional fee layers and potential conflicts of interest for prospective clients to evaluate.