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 an independently owned hedge fund-style advisory firm that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and also manages pooled investment vehicles, where it acts as sponsor, general partner, and managing member. Fee arrangements include asset-based fees, fixed fees, and performance-based compensation. The firm 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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