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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Carry Advisors LLC
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|---|---|
| CRD # | 323620 |
| SEC # | 801-126799 |
| CIK # | |
| AUM | $99.7 M (2025-05-15) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 201-472-0612 |
| Address | 10 Grand Street Brooklyn, NY 11249 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 882 | 33.2 |
| (b) Individuals (high net worth individuals) | 913 | 66.5 |
| (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 | 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 | 4,080 | 99.7 |
| By Discretionary | ||
| Discretionary | 580 | 14.8 |
| Non-Discretionary | 3,500 | 84.9 |
| Total | 4,080 | 99.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 99.7 | |
| Total | 4,080 | 99.7 |
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|---|---|---|
|
Wealth Engagement LLC
✚
|
GA | 0.1 |
|
The Quick Group LLC
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NY | 0.1 |
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Benchmark Financial LLC
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DE | 0.1 |
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Needham R B Advisory Corp
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MA | 0.1 |
|
Trident Advisors Inc
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PA | 0.1 |
|
Truadvisors Financial LLC
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|
FL | 0.1 |
|
Berkeley Capital Management LLC
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KS | 0.1 |
|
Gilbert Financial LLC
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|
0.1 | |
|
Clarity Financial Advisors LLC
✚
|
FL | 0.1 |