PPrivate Fund Data Log in Join · $37/mo

Carnegie Capital Asset Management, LLC

● SEC registered since 2009CRD 150488SEC# 801-70242Pepper Pike, OH
Export (members)
Reg. AUM
$6.52B
Employees
70
Accounts
8,127
Location
Pepper Pike, OH

Carnegie Capital Asset Management, LLC assets under management

Carnegie Capital Asset Management, LLC is an SEC-registered investment adviser based in Pepper Pike, OH. The firm has been registered since 2009. It reports $6.5 billion in regulatory assets under management and employs 70 people.

Carnegie Capital Asset Management, LLC owners & executives

14 reported
NameTitleOwnershipSince
Ann Shigemura-Hildebrand ControlChief Compliance OfficerUnder 5%2023
Benjamin Duffield ConnardPrincipal, Director, Portfolio ManagerUnder 5%2025
David Abbott TillsonPrincipal, Director, Portfolio ManagerUnder 5%2025
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Carnegie Capital Asset Management, LLC manage?

Carnegie Capital Asset Management, LLC reports $6.5 billion in regulatory assets under management on its Form ADV.

How many employees does Carnegie Capital Asset Management, LLC have?

Carnegie Capital Asset Management, LLC reports 70 employees.

Where is Carnegie Capital Asset Management, LLC located?

Carnegie Capital Asset Management, LLC is based in Pepper Pike, OH and has been SEC-registered since 2009.

Does Carnegie Capital Asset Management, LLC disclose fund performance?

Carnegie Capital Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address30300 Chagrin Boulevard, Pepper Pike, OH 44124
Phone216-367-4114
Fax216-523-8380
Office hours9a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
CIK1511506
Discloses disciplinary historyNo

Assets under management

Discretionary$5.87B
Non-discretionary$652.2M
Total (RAUM)$6.52B