CARRIAGE HILL INVESTMENT ASSOCIATES LLC

Overview

Carriage Hill Investment Associates LLC operates as an independent, owner-managed RIA structured as an LLC. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, charging a mix of percentage-of-AUM and hourly fees. All reported advisory assets are managed on a discretionary basis, and the firm is not positioned as a capital allocator or pension consultant. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Investment practice centers on public funds and mutual funds as the primary building blocks for client portfolios, with selective use of third‑party real estate strategies as an alternative exposure. The boutique scale of the firm and its fee mix indicate a hands-on, advice-driven model aimed at detailed client service rather than large-scale institutional deployment.

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Investments & Alternatives

Location & Offices