Carapace Financial Advisors LLC: new SEC registration, $106M AUM, Bedminster, NJ
Carapace Financial Advisors LLC (Bedminster, New Jersey): new SEC registration, $106M AUM, Bedminster, NJ. Its amount of 106 is below the median of 135 (18th percentile). Dated 14 days ago, it is in the active follow-up window. Score 75/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 106 · 18th percentile of 1,225 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Carapace Financial Advisors LLC |
| Legal name | Carapace Financial Advisors LLC |
| CRD | 291404 |
| Status | Approved |
| Registered with the SEC | 2026-10-22 |
| Latest Form ADV filing | 2026-10-21 |
| Location | Bedminster, NJ, United States |
| Regulatory AUM | $106,465,431 |
| Accounts | 72 |
| Employees | 5 |
| Website | https://www.linkedin.com/company/carapace-financial-advisors/about/ |
| amount percentile | 18th of 1,225 (median 135, 0.8x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-10-22
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Clear Wave Wealth Management, LLC · Sage Residential Management LLC · Tomoro · Tap Root Capital Management LP · West Horizon Capital · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Carapace Financial Advisors LLC and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Carapace Financial Advisors LLC's amount: 18th percentile of 1,225 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $106M under management.
- Website on file.
What is the NewRiaPulse record for Carapace Financial Advisors LLC in Bedminster, New Jersey?
Carapace Financial Advisors LLC received SEC registration as an investment adviser (2026-10-22) with $106,465,431 in regulatory assets under management, based in Bedminster, NJ.
How does Carapace Financial Advisors LLC compare to other New Jersey NewRiaPulse records?
Its amount of 106 is below the median (18th percentile); smaller records often move faster and face less competition. It is fresh: dated 14 days ago, inside the window where early outreach matters most. Its Score of 75/100 puts it among the stronger signals in this feed.
Carapace Financial Advisors LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Carapace Financial Advisors LLC | Bedminster, NJ | 106 | 18th | 2026-10-22 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
| Bay Point Financial, LLC | Bedford, NH | 105 | 17th | 2026-10-15 |
| Colefp | 102 | 13th | 2026-10-30 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in New Jersey NewRiaPulse: Approved
Cross-dataset signals in New Jersey
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.