Carrack Capital Inc.
Firm details
- Headquarters
- ,
- CRD number
- 322059
- Website
- www.aumcap.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI51.34%
- Pooled Investment Vehicles36.89%
- Corporations / Businesses11.77%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Carrack Capital Inc. operates as a small, corporation-form hedge fund-style advisory firm that serves both individual/family clients and institutional investors. The firm offers portfolio management for individuals and small businesses and manages pooled investment vehicles, and it also acts as sponsor/GP/managing member for private pooled structures. Its fee arrangements include percentage-of-AUM charges, fixed fees and performance-based fees. Carrack Capital identifies as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Derivatives34%
- Cash & Cash Equivalents23%
- Exchange Traded Equities18%
- State & Local Bonds10%
- Other10%
Owners & executives
2 of 2
Salem Griffin
Chief of Operations and FinanceCRD 5443896
Sachin Agarwal
CEOCRD 7621555
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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