Carry Advisors LLC

Overview

Carry Advisors LLC is an SEC-registered limited liability company that began registration in 2022 and serves individual and family clients, including small-business accounts. The firm provides portfolio management for individuals and small businesses and charges clients either a percentage of assets under management or fixed fees. Ownership is a combination of a domestic entity and an individual, and the adviser lists a broker-dealer affiliation. Carry Advisors does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives