CARRICK CAPITAL PARTNERS

RIASEC RegisteredEst. 2020

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$67.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 165915
Registered since: May 28, 2020
Website: www.carrickcapitalpartners.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Carrick Capital Partners LLC is a fund manager that organizes and runs pooled investment vehicles with a primary emphasis on venture capital and private equity strategies. The firm is structured as an LLC, registered with the SEC in 2020, and is owned by an individual. Its client mix is institutional, and its fee model combines an asset-based percentage with performance-linked fees. Carrick serves as sponsor/GP and managing member on the vehicles it advises, providing portfolio management for pooled funds rather than direct wealth management to retail households. The firm is not identified as an active ESG investor and is not a multistate adviser.