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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
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.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 19, 2026, reported AUM increased 27.1%, from $2.4B to $3.0B.
Across 5 reported observations, AUM increased 750.3% between July 11, 2022 and March 19, 2026, from $356.3M to $3.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 713 clients, or 118.8 clients per representative. That equates to $4.2M in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PETER CHURCH MONTGOMERY
Chief Compliance Officer, Partner
- CRD
- --
- Ownership
- Less than 5%
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| 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
SMA allocation detail is available
Carrick Lane LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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