Carnegie Lake Advisors LLC
Carnegie Lake Advisors LLC is an SEC-registered wealth manager in Princeton, NJ with $403.0M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Carnegie Lake Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330024, SEC 801-129720, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $403.0M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Princeton, NJ
- Employees
- 7
- Clients
- 213
- CRD
- 330024
- Ownership
- BARKER, ELLEN, SANDLER; WEECK, ECKART, ALEXANDER; SWAYZE, ASHLEIGH, COOPER
How much AUM does Carnegie Lake Advisors LLC have?
Carnegie Lake Advisors LLC reported $403.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Carnegie Lake Advisors LLC?
Disclosed owners and executives of Carnegie Lake Advisors LLC include BARKER, ELLEN, SANDLER, WEECK, ECKART, ALEXANDER, SWAYZE, ASHLEIGH, COOPER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.