Falists
← Back to search

CARRICK LANE LLC

CRD 309148 · SEC 801-120019

Visit website

450 7TH AVENUE, SUITE 1600, NEW YORK, NY, 10123, United States

Phone

(212) 433-8450

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.03B

Discretionary AUM

$3.03B

Team

6 total employees; 6 advisory reps; 57 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals645$2.20B
Other investment advisers11$825.2M

States served

AZ, CA, CO, DE, DC, GA, IL, IN, KY, LA, MD, MA, MI, NE, NV, NJ, NY, NC, OH, OK, PA, RI, SC, TN, VA, VI, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD