Carswell Investments LLC

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Assets, Funds, Holdings

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Carswell Investments LLC
CRD #158205
SEC #801-72455
CIK #
AUM $260.4 MM (2024-03-26)
Employees 2 (100% Investors, 0% Brokers)
Phone800-510-6693
Address6320 Fly Road, Suite 205
East Syracuse, NY 13057
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 121 45.8
(b) Individuals (high net worth individuals) 37 184.5
(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 2 27.7
(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 2 2.4
(n) Other 0 0.0
Total 546 260.4
By Discretionary
Discretionary 546 260.4
Non-Discretionary 0 0.0
Total 546 260.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 260.4
Total 546 260.4
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Premia Global Advisors LLC
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Jessup Wealth Management Inc
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Salvus Wealth Management LLC
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Calder Investment Advisors
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Elyxium Wealth LLC
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United Advisors America Corporation
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