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CARNEGIE LAKE ADVISORS LLC
CRD 330024 · SEC 801-129720
100 OVERLOOK CENTER, 2ND FLOOR, PRINCETON, NJ, 08540, United States
Phone
609-955-3667
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$403.0M
Discretionary AUM
$350.3M
Team
7 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $47.7M |
| High net worth individuals | 74 | $338.5M |
| Pension/profit sharing plans | 1 | $12.6M |
| Charitable organizations | 1 | $96K |
| Corporations/business entities | 2 | $4.1M |
States served
CA, NJ, NY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD