CARNEGIE LAKE ADVISORS LLC

RIASEC RegisteredEst. 2024

Total AUM

$403M

Discretionary

$350M

87% of AUM

Avg account

$870K

Accounts

463

Employees

7

Advisory reps

8

Firm details

Headquarters: PRINCETON, New Jersey
CRD number: 330024
Registered since: March 22, 2024
Website: carnegielakeadvisorsllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI83.99%
Individuals11.85%
Pension & Profit Sharing Plans3.13%
Corporations / Businesses1.01%
Charitable Organizations0.02%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Carnegie Lake Advisors LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2024. The firm is individually owned and charges clients on a percentage-of-AUM basis. Its stated advisory work centers on discretionary portfolio management for individuals, small businesses, and institutional clients. Carnegie Lake does not position itself as an ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity on its profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities70%
Cash & Cash Equivalents15%
Public Funds/Mutual Funds7%
Non-Investment Grade Corp Bonds4%
Investment Grade Corp Bonds3%

Contacts

3 of 8

PHILIP KIERNAN
Advisor & Portfolio ManagerCRD 2512552
ELLEN SANDLER
Managing MemberCRD 708988
CHERYL HARRIS
Portfolio ManagerCRD 502392

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

PRINCETON, NJ

MERCER

Location

PRINCETON, NJ

Headquartered in PRINCETON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: MERCER
Address: 100 Overlook Ctr
Time zone: ET (UTC-5)
Office locations

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