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| Keyboard |
| Carrick Lane LLC
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|---|---|
| CRD # | 309148 |
| SEC # | 801-120019 |
| CIK # | 0002068675 |
| AUM | 3,029.8 M (2026-03-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 212-433-8450 |
| Address | 450 7th Avenue New York, NY 10123 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Thu, 11 Jun 2026 | Carrick Lane Hires Former Goldman Sachs Derivatives Research Chief John Marshall as Senior Partner — AdvisorHub |
| Thu, 11 Jun 2026 | Who's Moving Where In Wealth Management? – Cetera, Raymond James, Carrick Lane, Goldman Sachs — Family Wealth Report |
| Thu, 11 Jun 2026 | Former Goldman Sachs derivatives research head Marshall joins Carrick Lane — Alternatives Watch |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 645 | 2.2 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 11 | 0.8 |
| (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 | 808 | 3.0 |
| By Discretionary | ||
| Discretionary | 808 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 808 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 808 | 3.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 57 (2 non-US) |
| Serves | Institutional, Retail |
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