$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 yrs AVG TENURE
6 Employees
6 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Radial Atlas meridian Bridge
Client Personas
Vector momentum
CRM
Summit
Custodian
Quantum Matrix Vertex horizon Peak pathway
Investment Themes
Foundation
Investment Vehicles
Zenith
Platform
Atlas pathway
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% |