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Carswell Investments, LLC

● SEC registered since 2011CRD 158205SEC# 801-72455East Syracuse, NY
Export (members)
Reg. AUM
$284.6M
Employees
2
Accounts
549
Location
East Syracuse, NY

Carswell Investments, LLC assets under management

Carswell Investments, LLC is an investment advisory firm registered with the SEC based in East Syracuse, NY. The firm has been registered since 2011. It reports $284.6 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/carswell-investments-llcView on SEC.gov ↗

Carswell Investments, LLC owners & executives

1 reported
NameTitleOwnershipSince
Steven Roger Pickard ControlManaging Member, President, Chief Compliance OfficerOver 75%2011

Frequently asked questions

How much does Carswell Investments, LLC manage?

Carswell Investments, LLC reports $284.6 million in regulatory assets under management on its Form ADV.

How many employees does Carswell Investments, LLC have?

Carswell Investments, LLC reports 2 employees.

Where is Carswell Investments, LLC located?

Carswell Investments, LLC is based in East Syracuse, NY and has been SEC-registered since 2011.

Does Carswell Investments, LLC disclose fund performance?

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

Contact & registration

Address6320 Fly Road, Suite 205, East Syracuse, NY 13057
Phone(800) 510-6693
Fax(800) 510-6693
Office hours8:30 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$284.6M
Non-discretionary$0
Total (RAUM)$284.6M