Carrick Lane LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 309148
- Registered since
- March 9, 2021
- Website
- www.carricklane.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI72.76%
- Other Investment Advisers27.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Carrick Lane LLC is an independent registered investment adviser that registered with the SEC in 2021. The firm operates as an LLC and serves both individual/family and institutional clients, providing portfolio management for individuals and smaller businesses as well as for businesses or institutional accounts. Its compensation model is a percentage of assets under management. The firm is not positioned as a capital allocator or pension consultant, and it does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, 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
- New York
- Address
- 450 7th Ave
- Time zone
- ET (UTC-5)
- Office locations
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