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| Carnegie Lake Advisors LLC
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| CRD # | 330024 |
| SEC # | 801-129720 |
| CIK # | 0002043591 |
| AUM | 403.0 M (2026-03-02) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 609-955-3667 |
| Address | 100 Overlook Center Princeton, NJ 08540 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002043591 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.2 | ||
| Microsoft Corp | 10.9 | ||
| Stryker Corp | 8.9 | ||
| Amgen Inc | 8.2 | ||
| Alphabet Inc | 7.8 | ||
| Parker Hannifin Corp | 7.4 | ||
| Wesco International Inc | 6.6 | ||
| UnitedHealth Group Inc | 6.6 | ||
| J P Morgan Chase & Co | 6.2 | ||
| Costco Wholesale Corp /NEW | 6.0 | ||
| Home Depot Inc | 4.7 | ||
| Consol Energy Inc | 4.6 | ||
| Cisco Systems Inc | 4.3 | ||
| Intuitive Surgical Inc | 4.2 | ||
| Wal Mart Stores Inc | 3.7 | ||
| Chevron Corp | 3.6 | ||
| Alphabet Inc | 3.6 | ||
| Johnson & Johnson | 3.4 | ||
| CORN Products International Inc | 3.3 | ||
| Brookfield Asset Management Inc | 3.0 | ||
| Teva Pharmaceutical Industries Ltd | 3.0 | ||
| Amazon Com Inc | 3.0 | ||
| Walt Disney Co | 2.7 | ||
| Americold Realty Trust | 2.7 | ||
| Williams Companies Inc | 2.5 | ||
| Coca Cola Co | 2.4 | ||
| Ferguson Enterprises Inc /DE/ | 2.3 | ||
| Broadcom Inc | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 47.7 |
| (b) Individuals (high net worth individuals) | 74 | 338.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 12.6 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 4.1 |
| (n) Other | 0 | 0.0 |
| Total | 463 | 403.0 |
| By Discretionary | ||
| Discretionary | 424 | 350.3 |
| Non-Discretionary | 39 | 52.7 |
| Total | 463 | 403.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.0 | |
| Total | 463 | 403.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002043591] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
AG Campbell Advisory LLC
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|
MD | 403.9 M |
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Hidden Cove Wealth Management LLC
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|
Proathlete Wealth Management LLC
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Anderson Financial Strategies LLC
✚
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