Cara Trading Advisors (Bahamas) Limited (Nassau)


Cara Trading Advisors (Bahamas) Limited is an adviser based in Nassau. It manages $10 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Illinois.

Cara Trading Advisors (Bahamas) Limited provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as consulting services for mining industry.

Cara Trading Advisors (Bahamas) Limited: assets under management

The assets under management (AUM) of Cara Trading Advisors (Bahamas) Limited is $10 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cara Trading Advisors (Bahamas) Limited 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.

Careers at Cara Trading Advisors (Bahamas) Limited

William John Cara has been acting as President since 1 Feb 2007. William J Cara joined the executive team most recently as the President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
William John Cara President 1 Feb 2007 75% - 100% 5605872
William J Cara President 1 Feb 2007 75% - 100% 5605872

Based in Nassau

The principal office where Cara Trading Advisors (Bahamas) Limited performs its advisory services is located at Suite 205 A Saffrey Square, Nassau, The mailing address of the firm is 532 Oak Street, Glen Ellyn, IL 60137. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 242-376-3333. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at billcara.com.