Cara Investment Gmbh

What Cara Investment Gmbh does

Cara Investment GmbH is a Frankfurt-based private asset manager and family office founded in 2010 and regulated by BaFin. The firm manages capital across two principal divisions: Financial Investments (traditional liquid assets including public equities and fixed income, plus alternative investments such as private equity, hedge funds, specialty finance, and real estate funds) and Real Estate Investments (long-term prime gateway assets, short-term value-add opportunities, and mezzanine financing facilities up to $50m per deal). Investment programs target long-term real-term capital appreciation and risk-adjusted returns through bottom-up manager selection and opportunistic deployment across US and European markets.

The firm operates a dual-office platform with headquarters in Frankfurt am Main (Goethestraße 34) and a London office headed by CIO Jeannine Daniel, with a team of approximately 30+ investment professionals drawn from institutions such as JP Morgan, Barclays Global Investors, Ivy Asset Management, Amundi, KPMG, EY, and KanAm Grund Group. Revenue is generated through recurring asset management fees as a percentage of assets under management, supplemented by performance fees and carried interest on alternative strategies. Distribution is relationship-based, targeting high net worth individuals, family offices, and institutional investors, with no public pricing or retail distribution channels. Notable real estate holdings include the Deka-Campus Frankfurt (~500k sft), Miami World Center (67-story, 1.566M sft mixed-use tower), Saks Building San Francisco (~134k sft), Zero Bond Street NYC (~73k sft), and the renovated Bank Building in Washington D.C., largely executed through joint ventures with local developers and institutional partners.

Name

Cara Investment Gmbh

Legal name

Cara Investment GmbH

Website

https://www.cara-investment.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Cara Investment GmbH is a Frankfurt-based, BaFin-regulated private asset manager and family office managing diversified financial and real estate portfolios for high net worth individuals, family offices, and institutional investors across Europe and the United States.

Ownership category

akta.pro rank

Product category

Private Asset Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Real Estate Dealers (For Their Own Account) (6532)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

Keywords

• Private asset management
• Wealth management services
• Alternative investments
• Real estate investment
• Portfolio management

Headquarters

HQ city

Frankfurt am Main

HQ country

Germany

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Asset Management Fees: As a private asset manager, Cara generates revenue through management fees typically charged as a percentage of assets under management (AUM). The firm manages capital across traditional asset classes (public equities, fixed income) and alternative investments (private equity, hedge funds, real estate funds).
2. Performance Fees / Carried Interest: The firm likely earns performance-based fees tied to investment returns, particularly in private equity and alternative investment strategies, common in private asset management.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Cara Investment GmbH is a private asset manager offering bespoke wealth management services across two primary divisions. The Financial Investments division manages capital across traditional asset classes (public equities, fixed income) and alternative investments (private equity, hedge funds, specialty finance). The Real Estate Investments division invests in prime gateway markets in Europe and the US through long-term portfolio holdings, short-term value-add opportunities via joint ventures, and mezzanine financing facilities up to $50m.

Product overview

Cara Investment GmbH is a private asset management firm offering investment management services through two primary divisions: Financial Investments (covering traditional assets such as public equities and fixed income, and alternative investments including private equity, hedge funds, and specialty finance) and Real Estate Investments (encompassing long-term portfolio holdings in prime gateway markets, short-term value-add investments, and mezzanine financing facilities). The firm also operates the Cara Foundation for philanthropy. As an asset management company, Cara does not offer a technology product or software platform with distinct product lines, but rather provides investment management services tailored to protecting, managing, and growing client wealth.

Differentiator

Problem solved

Functional benefit

Brands

• The Cara Foundation: Philanthropy initiative supporting reforestation, education, marine conservation, and medical intervention projects.

Products and services

• Financial Investments (Traditional & Liquid Alts) Investment management across traditional asset classes (public equities, fixed income, ETFs) and liquid alternatives (Global Macro, Multi-Strategies, Long-Short Equity, niche credit) for HNW individuals, family offices, and institutional investors.
• Private Markets Investment Management Private equity and specialty finance investment management focused on middle-market buyouts in the US and Europe, with complementary growth equity, venture, and specialty finance exposure for sophisticated investors.
• Long-Term Real Estate Portfolio Direct real estate investment in prime gateway markets across Europe and the US targeting long-term holds and sustainable returns, with properties and redevelopments of up to $250m gross investment value.
• Short-Term Real Estate Portfolio Short- to mid-term value-add real estate investments across diverse sectors utilizing local specialist expertise through joint ventures with strong downside protection.
• Mezzanine Financing Mezzanine financing facilities of up to $50m for short-term real estate opportunities, complementing joint venture value-add strategies.

Quantifiable outcome

• Risk-adjusted track record across diversified portfolio
• +2 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered minor and core.

• LPCminorStrategic or Co-development PartnerCara entered into a Joint-Venture with LPC to renovate The Bank Building in Washington D.C., a historic bank building that had sat vacant for more than two decades. The partnership involved renovating the landmark and building an adjacent 12-storey trophy office building.
• Local Asset Manager (HP-Campus JV)minorStrategic or Co-development PartnerCara acquired the HP-Campus in Böblingen, Germany in a joint venture with a local asset manager who partly leased back some of the 178k sft property following full renovation.
• Local Developers (Various Real Estate Projects)coreStrategic or Co-development PartnerCara collaborates with local developers and specialists across various real estate investments, including joint ventures for property developments in Miami, New York, and other markets. The company utilizes local expertise of leading specialists for short- to mid-term opportunities.
• Center-Forst GroupminorStrategic or Co-development PartnerCara partners with Center-Forst Group for reforestation and CO2 reduction projects, reforesting over 200 hectares in Germany with climate-resilient trees to enhance CO2 storage as part of The Cara Foundation's environmental initiatives.
• Senckenberg Ocean Species Alliance (SOSA)minorStrategic or Co-development PartnerCara supports SOSA through a 10-year grant. SOSA works on discovering, protecting, and safeguarding marine invertebrate species as a project within the Senckenberg Research Institute and Natural History Museum Frankfurt.
• BrotzeitminorStrategic or Co-development PartnerCara supports Brotzeit through The Cara Foundation. Brotzeit provides nutritious school breakfasts to children in Germany, ensuring they start their day with the energy needed for learning and development.
• Medical Intervention TeamminorStrategic or Co-development PartnerCara supports Medical Intervention Team through The Cara Foundation. The organization provides free medical help, including operations, to people in India and Myanmar.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Bankhaus Metzler: Frankfurt-headquartered German private bank offering portfolio management, asset allocation, and real estate to HNW clients alongside corporate banking and capital markets—a broader incumbent operating in Cara's core market with overlapping services.
• Brown Brothers Harriman: Long-standing US private bank and wealth manager offering integrated investment management, private banking, and trust services to HNW families—comparable full-service family-office model delivered by a larger incumbent.

Direct peers

• Stonehage Fleming: International multi-family office with strong UK and European footprint serving HNW families through multi-asset investment, advisory, and cross-border wealth structuring—comparable in transatlantic orientation and family-office service model.
• Cambridge Associates: Global investment advisor serving HNW families, family offices, endowments, and foundations with discretionary and non-discretionary multi-asset portfolio construction, manager selection, and asset allocation—directly comparable to Cara's integrated wealth management model.
• HQ Trust: German multi-family office providing integrated wealth management, asset allocation, and direct investment access to entrepreneurial families—directly comparable as a Frankfurt-anchored peer targeting the same DACH HNW segment.
• Bessemer Trust: Privately held multi-family office serving HNW families across generations with integrated investment management, wealth planning, and direct real estate capabilities—comparable scale and full-service family-office positioning.
• Pitcairn: Privately held multi-family office serving HNW individuals and multi-generational families with multi-asset investing, direct private equity, and real estate—comparable operating model combining discretionary capital with direct asset ownership.
• Wirth & Co: Frankfurt-based multi-family office focused on German entrepreneurial families, offering discretionary portfolio management, real estate, and direct investments—a tight regional peer to Cara's Frankfurt-rooted franchise.
• Glenmede: US wealth management and investment firm serving HNW families, foundations, and endowments with multi-asset portfolio management and direct real estate—comparable integrated investment approach and private ownership.
• Alvarium Investments: International multi-family office providing multi-asset investment, real estate, and cross-border wealth advisory to HNW families and entrepreneurs—comparable European presence and integrated multi-asset capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cara-investment-gmbh

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cara Investment Gmbh