PPrivate Fund Data Log in Join · $37/mo

Carnegie Lake Advisors LLC

● SEC registered since 2024CRD 330024SEC# 801-129720Princeton, NJ
Export (members)
Reg. AUM
$374.4M
Employees
7
Accounts
431
Location
Princeton, NJ

Carnegie Lake Advisors LLC assets under management

Carnegie Lake Advisors LLC is an SEC-registered investment adviser based in Princeton, NJ. The firm has been registered since 2024. It reports $374.4 million in regulatory assets under management and employs 7 people.

Carnegie Lake Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Ashleigh Cooper Swayze ControlChief Compliance OfficerUnder 5%2024
Eckart Alexander Weeck ControlManaging Member & President50-75%2024
Ellen Sandler Barker ControlManaging Member50-75%2024

Frequently asked questions

How much does Carnegie Lake Advisors LLC manage?

Carnegie Lake Advisors LLC reports $374.4 million in regulatory assets under management on its Form ADV.

How many employees does Carnegie Lake Advisors LLC have?

Carnegie Lake Advisors LLC reports 7 employees.

Where is Carnegie Lake Advisors LLC located?

Carnegie Lake Advisors LLC is based in Princeton, NJ and has been SEC-registered since 2024.

Does Carnegie Lake Advisors LLC disclose fund performance?

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

Contact & registration

Address100 Overlook Center, 2nd Floor, Princeton, NJ 08540
Phone609-955-3667
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$328.1M
Non-discretionary$46.3M
Total (RAUM)$374.4M