Carrack Capital Inc.

RIAState Registered

Total AUM

$18.6M

Discretionary

$18.6M

100% of AUM

Avg account

$4.6M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

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.