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Carswell Investments LLC
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CRD # | 158205 |
SEC # | 801-72455 |
CIK # | |
AUM | $260.4 MM (2024-03-26) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 800-510-6693 |
Address | 6320 Fly Road, Suite 205 East Syracuse, NY 13057 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 121 | 45.8 |
(b) Individuals (high net worth individuals) | 37 | 184.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 2 | 27.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 2.4 |
(n) Other | 0 | 0.0 |
Total | 546 | 260.4 |
By Discretionary | ||
Discretionary | 546 | 260.4 |
Non-Discretionary | 0 | 0.0 |
Total | 546 | 260.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 260.4 | |
Total | 546 | 260.4 |
Comparable Firms | State | AUM ($BB) |
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First Eagle Separate Account Management LLC
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|
NY | 0.3 |
Keystone Asset Management Inc
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VA | 0.3 |
Truefg LLC
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TX | 0.3 |
Centerline Wealth Advisors LLC
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KY | 0.3 |
Premia Global Advisors LLC
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FL | 0.3 |
Jessup Wealth Management Inc
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|
OH | 0.3 |
Salvus Wealth Management LLC
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|
NJ | 0.3 |
Calder Investment Advisors
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|
MI | 0.3 |
Elyxium Wealth LLC
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CA | 0.3 |
United Advisors America Corporation
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|
TX | 0.3 |