CARRY ADVISORS LLC

CRD 323620 · SEC 801-126799

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10 GRAND STREET, STE 1800, BROOKLYN, NY, 11249, United States

Phone

2014720612

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$180.9M

Discretionary AUM

$37.6M

Team

2 total employees; 2 advisory reps

Clients

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Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	1604	$54.9M
High net worth individuals	1771	$126.0M

States served

AL, AK, AZ, AR, CA, CO, DC, GA, ID, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://carry.com/

Official SEC filing: View on IAPD