Carnegie Lake Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Princeton, NJ. Its latest Form ADV filing, dated March 2, 2026, reports $403M in regulatory assets under management, 7 employees, and 463 accounts.
Assets Under Management
$403M
Employees
7
Offices
--
Total Clients
213
Primary office
PRINCETON, NJ
100 OVERLOOK CENTER, 2ND FLOOR, PRINCETON, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.4% of total clients.
Top client categories% of clientsClients
1
Individuals
63.4%
135
2
HNWI
34.7%
74
3
Corporations
0.9%
2
4
Pension Plans
0.5%
1
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$403Mas of March 2, 2026
Discretionary86.9%
$350M
87% of total RAUM86.9%
Non-discretionary13.1%
$53M
13% of total RAUM13.1%
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$403M
Total Accounts463
10Y AUM Change+$403M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee30:1
10Y Employee Change-1 (-12.5%)
* 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.