Investment adviser · CRD 323620
CARRY ADVISORS LLC
Investment adviser filing (IA)
BROOKLYN, NY, United States · Form ADV filed Sep 23, 2026
- Regulatory AUM
- $181M Form ADV · Item 5.F
- Client accounts
- 8,933 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,771 | $126,001,300 | 69.6% |
| Individuals | 1,604 | $54,908,697 | 30.4% |
Filing source
Form ADV 2134491 · Sep 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 23, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
10 GRAND STREET, STE 1800BROOKLYN, NY, 11249, United States
CRD 323620
Filing source
Form ADV 2134491 · Sep 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.