Carnegie Lake Advisors LLC
● SEC registered since 2024CRD 330024SEC# 801-129720Princeton, NJ
Reg. AUM
$403M
Employees
7
Accounts
463
Location
Princeton, NJ
Carnegie Lake Advisors LLC assets under management
Carnegie Lake Advisors LLC is an SEC-registered investment adviser based in Princeton, NJ. The firm has been registered since 2024. It reports $403 million in regulatory assets under management and employs 7 people.
Carnegie Lake Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashleigh Cooper Swayze Control | Chief Compliance Officer | Under 5% | 2024 |
| Eckart Alexander Weeck Control | Managing Member & President | 50-75% | 2024 |
| Ellen Sandler Barker Control | Managing Member | 50-75% | 2024 |
Frequently asked questions
How much does Carnegie Lake Advisors LLC manage?
Carnegie Lake Advisors LLC reports $403 million in regulatory assets under management on its Form ADV.
How many employees does Carnegie Lake Advisors LLC have?
Carnegie Lake Advisors LLC reports 7 employees.
Where is Carnegie Lake Advisors LLC located?
Carnegie Lake Advisors LLC is based in Princeton, NJ and has been SEC-registered since 2024.
Does Carnegie Lake Advisors LLC disclose fund performance?
Carnegie Lake Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Overlook Center, 2nd Floor, Princeton, NJ 08540 |
| Phone | 609-955-3667 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$403M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$403Mregulatory AUM
Discretionary $350.3MNon-discretionary $52.7M