CARRICK LANE LLC

RIASEC RegisteredEst. 2021

Total AUM

$3B

Discretionary

$3B

100% of AUM

Avg account

$3.7M

Accounts

808

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 309148
Registered since: March 9, 2021
Website: www.carricklane.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI72.76%
Other Investment Advisers27.24%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Carrick Lane LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2021. The firm provides fiduciary portfolio management to both individual and family clients as well as institutional and business clients, charging fees based on a percentage of assets under management. Its stated advisory activities focus on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Carrick Lane does not identify as an ESG-focused manager, does not operate as a capital allocator, and is not described as a pension consultant or a multi-state adviser.