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Carnegie Lake Advisors LLC

Carnegie Lake Advisors LLC. CRD 330024

Carnegie Lake Advisors LLC logo

CRD: 330024

Carnegie Lake Advisors LLC

Princeton, NJ, 08540
6099553667
carnegielakeadvisorsllc.com
$403.0M Total AUM
$350.3M Disc. AUM
-- 3Y CAGR
7 Employees
217 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Delta
Established Date
03-22-2024
Office Locations
1

Office Locations

100 Overlook Center 2ND Floor Princeton NJ

About Carnegie Lake Advisors LLC

Carnegie Lake Advisors is a Princeton, NJ investment adviser providing investment management and advisory services. The firm builds and manages customized portfolios aligned to each client’s objectives and risk tolerance, emphasizing personal service backed by multiple decades of investment experience. Serves retail and institutional relationships, with custody at Charles Schwab & Co.

Team overview

62 AVG AGE
$57.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
2.3 yrs AVG TENURE
7 Employees
7 Advisory Reps
4 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Atlas Momentum vector Optima vertex Optima ember Wave Vital Quantum delta

Client Personas

Zenith

Custodian

Horizon

Investment Themes

Vital Alpha Unison beacon

Investment Vehicles

Vital Peak wave

Services

Oak meridian Ember Beacon harbor Value capital Focus beacon

Technology

Alpha

Owner & Executives

ELLEN DEBORAH SANDLER

ELLEN DEBORAH SANDLER

Managing Member

CRD
#708988
Ownership
50% but less than 75%
(754) 550-7084
quantum.harbor@momentumcapital.com
in linkedin.com/in/north-prime
ECKART ALEXANDER WEECK

ECKART ALEXANDER WEECK

Managing Member, President

CRD
#1052658
Ownership
50% but less than 75%
(435) 281-4462
frontier.quantum@wavecapital.com
in linkedin.com/in/foundation-harbor
B

Bridge ember

Optima bridge element

CRD
#34080
Ownership
43.8%
(571) 752-5513
crest.delta@vitalcapital.com
in linkedin.com/in/timber-harbor

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Contacts

BRUCE CHARLES ALTSCHULER

BRUCE CHARLES ALTSCHULER

Portfolio Manager

CRD
#817779
(461) 538-1616
element.foundation@fusioncapital.com
in linkedin.com/in/bridge-ridge
CHERYL LUND HARRIS

CHERYL LUND HARRIS

Portfolio Manager

CRD
#502392
(584) 295-2272
bridge.foundation@frontiercapital.com
in linkedin.com/in/bridge-focus
A

Alpha insight

Alpha pathway

CRD
#72023
(667) 447-1318
peak.catalyst@alphacapital.com
in linkedin.com/in/crest-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-18-2024
06-27-2025
03-02-2026
Category Assets AVG. Account size
Discretionary $350,264,290 $826,095
Non-Discretionary $52,734,623 $1,352,170
Total $402,998,913 $870,408

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Separately Managed Accounts

Total SMA Asset: $402,998,913

$403.0M Total SMA
Equity - Exchange:
12.6%
Cash:
13.6%
Public Funds:
18.9%
Corporate - Non-Investment Grade:
15.7%
Corporate - Investment Grade:
21.5%
U.S. Government/Agency:
17.7%
Asset class Assets Assets %
Equity - Exchange $594,015,156 12.6%
Cash $641,159,216 13.6%
Public Funds $891,022,734 18.9%
Corporate - Non-Investment Grade $740,161,742 15.7%
Corporate - Investment Grade $1,013,597,290 21.5%
U.S. Government/Agency $834,449,863 17.7%
Total $4,714,406,001 100.0%

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