$3.0B Total AUM
$3.0B Disc. AUM
79.3% 3Y CAGR
6 Employees
713 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2021
- Office Locations
- 1
Office Locations
450 7TH Avenue Suite 1600 NEW York NY
About Carrick Lane LLC
Carrick Lane LLC is a New York–based registered investment adviser serving retail and institutional clients, focused on portfolio construction and risk-managed allocations across alternatives, hedge funds, and fixed income. The firm works with entrepreneurs and leverages platforms such as iCapital; client assets are custodied with providers including Schwab.
Team overview
-- AVG AGE
$505.0M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
5.1 yrs AVG TENURE
6 Employees
6 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Radial Atlas meridian
Custodian
Quantum Matrix Vertex horizon Peak pathway
Investment Themes
Foundation Pioneer
Investment Vehicles
Zenith
Services
Harbor fusion Unison north
Owner & Executives
P
PETER CHURCH MONTGOMERY
Chief Compliance Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
(980) 942-7366
meridian.meridian@radialcapital.com
in linkedin.com/in/momentum-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,029,750,000 | $3,749,691 |
| Non-Discretionary | $0 | -- |
| Total | $3,029,750,000 | $3,749,691 |
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Separately Managed Accounts
Total SMA Asset: $3,029,750,000
Derivatives:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $3,659,192,022 | 100.0% |
| Total | $3,659,192,022 | 100.0% |