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| Carrera Capital Advisors LLC
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|---|---|
| CRD # | 330834 |
| SEC # | 801-130197 |
| CIK # | 0002035329 |
| AUM | 968.7 M (2026-03-16) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-362-5009 |
| Address | 901 Wilshire Drive Troy, MI 48084-5611 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| FPL Group Inc | 7.7 | |
| iShares Silver Trust | 7.6 | |
| Ventas Inc | 6.6 | |
| J P Morgan Chase & Co | 6.2 | |
| Conocophillips | 5.7 | |
| Arcelormittal | 5.6 | |
| Johnson & Johnson | 4.8 | |
| Chevron Corp | 4.7 | |
| BorgWarner Inc | 4.6 | |
| Nomura Holdings Inc | 4.5 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 718 | 200.6 |
| (b) Individuals (high net worth individuals) | 239 | 584.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 120.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 23 | 40.8 |
| (h) Charitable organizations | 1 | 0.3 |
| (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 | 16 | 21.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,957 | 968.7 |
| By Discretionary | ||
| Discretionary | 1,957 | 968.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,957 | 968.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 968.2 | |
| Total | 1,957 | 968.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002035329] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
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