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AB CARVAL INVESTORS, LP
CRD 141819File 801-71932
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$18.44B
Top 10% of cohort (national)
Discretionary AUM
$13.79B
Non-discretionary $4.66B
Clients
64
69 accounts
Employees
169
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 27, 2010
- Principal office
- 1601 UTICA AVENUE SOUTH, SUITE 1000, MINNEAPOLIS, MN, 55416-3496
- Phone
- 952-444-4780
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.44B
- Discretionary AUM
- $13.79B
- Non-discretionary AUM
- $4.66B
- Discretionary accounts
- 64
- Non-discretionary accounts
- 5
- Total accounts
- 69
- AUM per client
- $288.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $413.8M |
| Pooled investment vehicles | 63 | $13.37B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 69 | 64 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.