Carpenter Claydon Advisors Inc

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Assets, Funds, Holdings

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Carpenter Claydon Advisors Inc
CRD #143516
SEC #801-67751
CIK #
AUM $275.8 MM (2024-03-07)
Employees 3 (67% Investors, 0% Brokers)
Phone407-843-0316
Address557 N Wymore Road
Maitland, FL 32751
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3002401801206002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 39 19.0
(b) Individuals (high net worth individuals) 65 192.2
(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 25 64.6
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 395 275.8
By Discretionary
Discretionary 1 3.8
Non-Discretionary 394 272.1
Total 395 275.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 275.8
Total 395 275.8
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