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| Happy Holidays!! thanks for using AUM13F!! |
| Carrick Lane LLC
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| CRD # | 309148 |
| SEC # | 801-120019 |
| CIK # | |
| AUM | $2.4 B (2025-03-25) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 212-433-8450 |
| Address | 450 7th Avenue New York, NY 10123 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 420 | 1.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 0.7 |
| (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 | 630 | 2.4 |
| By Discretionary | ||
| Discretionary | 630 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 630 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 630 | 2.4 |
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|---|---|---|
|
Potomac Fund Management Inc
✚
|
MD | 2.4 |
|
The Patriot Financial Group Insurance Agency LLC
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MA | 2.4 |
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RTD Financial Advisors Inc
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PA | 2.4 |
|
Liberty One Investment Management LLC
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IL | 2.4 |
|
Disciplina Capital Management LLC
✚
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TN | 2.4 |
|
on Investment Management Co
✚
|
OH | 2.4 |
|
CFS Investment Advisory Services LLC
✚
|
NJ | 2.4 |
|
Wedmont Private Capital LLC
✚
|
PA | 2.4 |
|
GMO Singapore PTE Limited
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|
2.4 | |
|
RSW Investments Holdings LLC
✚
|
NJ | 2.4 |