S.B. Carr Investments, Inc. (Westwood)


S.B. Carr Investments, Inc. is a large advisory firm based in Westwood. It manages $41.98 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

S.B. Carr Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

S.B. Carr Investments: assets under management

The assets under management (AUM) of S.B. Carr Investments, Inc. is $41.98 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39.65 million in discretionary accounts and $2.32 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.22 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.32 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay S.B. Carr Investments, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westwood

The principal office where S.B. Carr Investments, Inc. performs its advisory services is located at 200 Lowder Brook Drive, Suite 2400, Westwood, MA 02090 1178, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-326-8880. The normal business hours are 9:00am to 5:00pm on Monday - Friday.

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