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| Carrick Lane LLC
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|
|---|---|
| CRD # | 309148 |
| SEC # | 801-120019 |
| CIK # | 0002068675 |
| AUM | $3.0 B (2026-03-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 212-433-8450 |
| Address | 450 7th Avenue New York, NY 10123 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 645 | 2.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 11 | 0.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 808 | 3.0 |
| By Discretionary | ||
| Discretionary | 808 | 3.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 808 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 808 | 3.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Disciplina Capital Management LLC
✚
|
TN | 3.1 |
|
Crewe Advisors LLC
✚
|
UT | 3.1 |
|
Silvant Capital Management LLC
✚
|
GA | 3.0 |
|
Obermeyer Wood Investment Counsel LLLP
✚
|
CO | 3.0 |
|
Gibson Capital LLC
✚
|
PA | 3.0 |
|
Strategic Global Advisors LLC
✚
|
CA | 3.0 |
|
Globalt Investments LLC
✚
|
GA | 3.0 |
|
Chesley Taft & Associates LLC
✚
|
IL | 3.0 |
|
Larch Capital Partners LLC
✚
|
FL | 3.0 |
|
MMBG Investment Advisors Co
✚
|
FL | 3.0 |