Carret Private

Wan Chai, China Founded: 2016 • Age: 10 yrs Acquired By Endowus
Multi-family office services are provided to high net worth families.
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About Carret Private

Carret Private is a company based in Wan Chai (China) founded in 2016 by Kenny Ho and Paolo Picazo was acquired by Endowus in October 2022.. Carret Private offers products and services including Wealth Management and Principal Investing. Carret Private operates in a competitive market with competitors including L.R. Capital, Zhixing Capital, Raffles Family Office, Xin multi-family office and TNM Investments, among others.

  • Headquarter Wan Chai, China
  • Founders Kenny Ho, Paolo Picazo
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Carret Private Investments Limited
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Endowus

    (Oct 17, 2022)

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Products & Services of Carret Private

Carret Private offers a comprehensive portfolio of products and services, including Wealth Management and Principal Investing. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Offers customized investment portfolios for high-net-worth clients

Manages direct investments into private companies globally

Funding Insights of Carret Private

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Carret Private

Carret Private has secured backing from 1 investor. Prominent investors backing the company include Endowus. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Goal-based investment platform
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Carret Private

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Carret Private

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Carret Private Comparisons

Employees
+
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Competitors of Carret Private

Carret Private operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as L.R. Capital, Zhixing Capital, Raffles Family Office, Xin multi-family office and TNM Investments, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Wealth management services are provided to multiple families.
domain founded_year HQ Location
Delivers comprehensive solutions for multifamily office services.
domain founded_year HQ Location
Provides comprehensive wealth management services for individuals and families.
domain founded_year HQ Location
Provides wealth management services, including portfolio advisory and comprehensive financial planning.
domain founded_year HQ Location
Provides comprehensive wealth management solutions and services for clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Carret Private

Frequently Asked Questions about Carret Private

When was Carret Private founded?

Carret Private was founded in 2016.

Where is Carret Private located?

Carret Private is headquartered in Wan Chai, China. It is registered at Wan Chai, Hong Kong, China.

What does Carret Private do?

Carret Private was founded in 2016 in Wan Chai, China, operating as a multi-family office within the financial services sector. Wealth management and advisory services are delivered to high net worth families. The firm was co-founded by Kenny Ho and Paolo Picazo, with operations focused on supporting affluent clients financial needs in the region.

Who are the top competitors of Carret Private?

Carret Private's top competitors include L.R. Capital, Zhixing Capital and Raffles Family Office.

What products or services does Carret Private offer?

Carret Private offers Wealth Management and Principal Investing.

Who are Carret Private's investors?

Carret Private has 1 investor. Key investors include Endowus.

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