Data / Investment advisers / New York / Carry Advisors LLC
Carry Advisors LLC, Brooklyn, NY: $181 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Carry Advisors LLC is an SEC registered investment adviser with its main office in Brooklyn, New York and reports $181 million in regulatory assets under management in its Form ADV filed September 23, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Carry Advisors LLC (CRD number 323620): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 323620
- SEC file number
- 801-126799
- SEC status
- Approved, effective October 28, 2022
- Main office
- 10 Grand Street Ste 1800, Brooklyn, NY 11249
- Phone
- (201) 472-0612
- Website
- carry.com
- Regulatory AUM
- $180,909,997 in the Form ADV filed September 23, 2026
- Discretionary AUM
- $37,571,556
- Non discretionary AUM
- $143,338,441
- Accounts
- 8,933
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,771 | $126 million |
| Individuals (other than high net worth individuals) | 1,604 | $54.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $180.9 million | March 31, 2026 |
| December 1, 2025 | $99.7 million | May 15, 2025 |
Other advisers in Brooklyn
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Breyta Capital Partners | Brooklyn | $377.6 million | 1 | adviserinfo.sec.gov |
| General Equity Holdings LP | Brooklyn | $310.4 million | 3 | adviserinfo.sec.gov |
| Strobe Ventures | Brooklyn | $245.2 million | 3 | adviserinfo.sec.gov |
| Bandera Partners | Brooklyn | $244.1 million | 1 | adviserinfo.sec.gov |
| Brewster Financial Planning LLC | Brooklyn | $239.7 million | Not listed | adviserinfo.sec.gov |
| Schonfeld Wealth Management, LLC | Brooklyn | $132.9 million | Not listed | adviserinfo.sec.gov |
| Minko Wealth | Brooklyn | $119.1 million | Not listed | adviserinfo.sec.gov |
| Walnut Investment Services LLC | Brooklyn | $94 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Brooklyn, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Carry Advisors LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.