Carry Advisors LLC

Overview

Carry Advisors LLC is a limited liability company that registered with the SEC in 2022 and operates as a non-independent retail Registered Investment Adviser focused on individuals and families. The firm provides portfolio management services for individual clients and small businesses and charges clients based on a percentage of assets under management and fixed fees. It is not structured as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser. The firm lists a broker-dealer affiliation in its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices