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Building 2CARNEGIE LAKE ADVISORS LLC

Map pinPRINCETON, NJ
Phone609-955-3667
NotebookSEC #801-129720
Total AUM
$403M
Employees
7
Clients
213

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 OVERLOOK CENTER
2ND FLOOR
PRINCETON
NJ 08540
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
609-955-3667

ReceiptFinancials

Total AUM
$403M
Accounts
463
Discretionary
$350.3M
Accounts
424
Non-Discretionary
$52.7M
Accounts
39

ContactClients

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Individual Clients
135
AUM
$47.7M
HNW Individual Clients
74
AUM
$338.5M
Pension/Profit Sharing Plan Clients
1
AUM
$12.6M
Charitable Organization Clients
1
AUM
$96.1K
Corporation or Business Clients
2
AUM
$4.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLNHNJNYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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