Carnegie Lake Advisors LLC

RIASEC Registered
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 independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registered in 2024) and is owned by an individual. Its client base includes high‑net‑worth individuals and families as well as institutional clients. Carnegie Lake delivers portfolio management services to both individuals/small businesses and to businesses or institutional clients, and it charges fees based on a percentage of assets under management. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Cash & Cash Equivalents 15%, Public Funds/Mutual Funds 7%, Non-Investment Grade Corp Bonds 4%, Investment Grade Corp Bonds 3%, US Government Bonds 1%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents15%
  • Public Funds/Mutual Funds7%
  • Non-Investment Grade Corp Bonds4%
  • Investment Grade Corp Bonds3%

Contacts

3 of 8
  • Cheryl Harris

    Cheryl Harris

    Portfolio ManagerCRD 502392

  • Ellen Sandler

    Managing MemberCRD 708988

  • Richard Martino

    Richard Martino

    Portfolio ManagerCRD 1012919

Unlock 5 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth