C
$180.9M Total AUM
$37.6M Disc. AUM
-- 3Y CAGR
2 Employees
3,375 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Drivewealth
- Clients
- Retail
- Platforms
- ZenithEagle +more
- Established Date
- 10-28-2022
- Office Locations
- 1
Office Locations
10 Grand Street STE 1800 Brooklyn NY
About Carry Advisors LLC
Carry Advisors LLC powers Carry, a membership-based investing and tax strategy platform for self-employed and high-income professionals. Clients can open Solo 401(k)s, IRAs, and taxable brokerage accounts to invest in stocks, ETFs, and mutual funds, with optional managed solutions like a roboadvisor and Smart Yield cash allocation to money market funds. Carry also automates Roth conversions, including Mega Backdoor Roth.
Team overview
-- AVG AGE
$90.5M AVG AUM / ADVISOR
$53.6K AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Catalyst ridge Element peak Crest Unison Unison wave Atlas optima Beacon vertex Matrix Beacon oak
Client Personas
Focus Beacon
CRM
Oak
Custodian
Ember Alpha Matrix Oak Value summit Bridge Ridge vector Eagle value Horizon Vector timber
Fund Managers
Bridge
Investment Themes
Fusion oak Crest Bridge pathway Harbor
Investment Vehicles
Pathway vector Value
Services
Pioneer fusion Value alpha Crest Harbor Crest
Technology
Radial Pathway momentum Alpha ridge
Owner & Executives
N
Nicholas Parkin Rasch
Chief Executive Officer
- CRD
- #7961204
- Ownership
- 5% but less than 10%
(870) 921-9317
timber.fusion@signalcapital.com
in linkedin.com/in/quantum-quantum
E
Evan Andrew Cohen
Chief Compliance Officer
- CRD
- #7485458
- Ownership
- Less than 5%
(413) 593-3181
insight.optima@catalystcapital.com
in linkedin.com/in/timber-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,571,556 | $25,352 |
| Non-Discretionary | $143,338,441 | $19,237 |
| Total | $180,909,997 | $20,252 |
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Separately Managed Accounts
Total SMA Asset: $180,909,997
Equity - Exchange:
27.3% Cash:
30.3% Public Funds:
13.1% U.S. Government/Agency:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $523,592,745 | 27.3% |
| Cash | $581,130,410 | 30.3% |
| Public Funds | $251,247,801 | 13.1% |
| U.S. Government/Agency | $561,951,188 | 29.3% |
| Total | $1,917,922,144 | 100.0% |