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CARNEGIE LAKE ADVISORS LLC
CRD 330024File 801-129720
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$403.0M
Below cohort median (national)
Discretionary AUM
$350.3M
Non-discretionary $52.7M
Clients
213
463 accounts
Employees
7
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 22, 2024
- Principal office
- 100 OVERLOOK CENTER, 2ND FLOOR, PRINCETON, NJ, 08540
- Phone
- 609-955-3667
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $403.0M
- Discretionary AUM
- $350.3M
- Non-discretionary AUM
- $52.7M
- Discretionary accounts
- 424
- Non-discretionary accounts
- 39
- Total accounts
- 463
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.1M |
| Charitable organizations | Fewer than 5 | $96K |
| High net worth individuals | 74 | $338.5M |
| Pension and profit sharing plans | Fewer than 5 | $12.6M |
| Individuals (other than high net worth individuals) | 135 | $47.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.