Overview
Assets Under Management: $181 million
Headquarters: BROOKLYN, NY
High-Net-Worth Clients: 1,771
Average Client Assets: $0.1 million
Frequently Asked Questions
CARRY ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323620), CARRY ADVISORS LLC is subject to fiduciary duty under federal law.
CARRY ADVISORS LLC is headquartered in BROOKLYN, NY.
CARRY ADVISORS LLC serves 1,771 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CARRY ADVISORS LLC offers portfolio management for individuals. View all service details ↓
CARRY ADVISORS LLC manages $181 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CARRY ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1,771
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.65%
Average Client Assets: $0.1 million
Total Client Accounts: 8,933
Discretionary Accounts: 1,482
Non-Discretionary Accounts: 7,451
Regulatory Filings
CRD Number: 323620
Filing ID: 2086881
Last Filing Date: 2026-03-31 11:17:07