Carry Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brooklyn, NY. Its latest Form ADV filing, dated March 31, 2026, reports $181M in regulatory assets under management, 2 employees, and 8,933 accounts.
Assets Under Management
$181M
Employees
2
Offices
--
Total Clients
3,375
Primary office
BROOKLYN, NY
10 GRAND STREET, STE 1800, BROOKLYN, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 52.5% of total clients.
Top client categories% of clientsClients
1
HNWI
52.5%
1,771
2
Individuals
47.5%
1,604
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of March 31, 2026
Discretionary20.8%
$38M
21% of total RAUM20.8%
Non-discretionary79.2%
$143M
79% of total RAUM79.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$181M
Total Accounts8,933
10Y AUM Change+$181M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee1688:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.