Carrick Lane LLC
● SEC registered since 2021CRD 309148SEC# 801-120019New York, NY
Reg. AUM
$3.03B
Employees
6
Accounts
808
Location
New York, NY
Carrick Lane LLC assets under management
Carrick Lane LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2021. It reports $3 billion in regulatory assets under management and employs 6 people.
Carrick Lane LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carrick Lane Holdings LLC Control | Member | Over 75% | 2020 |
| Peter Church Montgomery Control | Chief Compliance Officer | Under 5% | 2021 |
| Allan Nmn Kennedy Control | Member | 25-50% | 2020 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Carrick Lane LLC manage?
Carrick Lane LLC reports $3 billion in regulatory assets under management on its Form ADV.
How many employees does Carrick Lane LLC have?
Carrick Lane LLC reports 6 employees.
Where is Carrick Lane LLC located?
Carrick Lane LLC is based in New York, NY and has been SEC-registered since 2021.
Does Carrick Lane LLC disclose fund performance?
Carrick Lane LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 450 7th Avenue, Suite 1600, New York, NY 10123 |
| Phone | (212) 433-8450 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2068675 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.03B▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$3.03Bregulatory AUM
Discretionary $3.03B