Carnegie Capital Asset Management, LLC
● SEC registered since 2009CRD 150488SEC# 801-70242Pepper Pike, OH
Reg. AUM
$7.51B
Employees
69
Accounts
8,541
Location
Pepper Pike, OH
Carnegie Capital Asset Management, LLC assets under management
Carnegie Capital Asset Management, LLC is an SEC-registered investment adviser based in Pepper Pike, OH. The firm has been registered since 2009. It reports $7.5 billion in regulatory assets under management and employs 69 people.
Carnegie Capital Asset Management, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Shigemura-Hildebrand Control | Chief Compliance Officer | Under 5% | 2023 |
| Benjamin Duffield Connard | Principal, Director, Portfolio Manager | Under 5% | 2025 |
| David Abbott Tillson | Principal, Director, Portfolio Manager | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Carnegie Capital Asset Management, LLC manage?
Carnegie Capital Asset Management, LLC reports $7.5 billion in regulatory assets under management on its Form ADV.
How many employees does Carnegie Capital Asset Management, LLC have?
Carnegie Capital Asset Management, LLC reports 69 employees.
Where is Carnegie Capital Asset Management, LLC located?
Carnegie Capital Asset Management, LLC is based in Pepper Pike, OH and has been SEC-registered since 2009.
Does Carnegie Capital Asset Management, LLC disclose fund performance?
Carnegie Capital Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30300 Chagrin Boulevard, Pepper Pike, OH 44124-5725 |
| Phone | 216-367-4114 |
| Fax | 216-523-8380 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1511506 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$7.51B▲ 46%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$7.51Bregulatory AUM
Discretionary $6.78BNon-discretionary $732M