Caruso makes it easy for investors to securely access their fund manager’s Investor Portal. Just follow the steps below to create your account and complete your profile.
Step 1: Locate the Investor Portal
If your fund manager uses Caruso, look for an Investor Portal or a similar option on their website to begin the process. If you do not see this option, reach out to your fund manager directly. They can provide guidance or send you a link to set up your account.
Step 2: Start Your Account Creation
On the Create Account page, enter your:
First name
Last name
Email address
Password (Create a strong password by using at least 6 characters, including one number and one uppercase letter. Make sure this password is unique and not shared with any other service.)
Note: The Create Account screen will match your fund manager’s branding, so colors and fonts may look different.
Step 3: Provide Your Details
After submitting your information enter your Residential address and a Mobile or Daytime phone number.
These details help your fund manager verify your identity and keep your account secure.
Step 4: Access Your Investor Portal
Once your account setup is complete, you will have full access to the Investor Portal. Here, you can:
Create or link an investing entity.
Browse data rooms for upcoming offers.
Invest in new opportunities and monitor current holdings.
Reminder: Be sure to confirm your email. Click the notification symbol in your portal and follow the prompts if you have not done so already.
If you have any questions or need help at any stage, please contact your fund manager for support.