The CARNEGIE CAPITAL ASSET MANAGEMENT, LLC is a privately held investment adviser that advises $7.51Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CARNEGIE CAPITAL ASSET MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 155.29% over the last 5-years.
The Group has been registered with the SEC for 17.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 30300 CHAGRIN BOULEVARD, PEPPER PIKE, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 69 employees comprised of 39 investment and 30 non-investment staff. The total number of Employees increased by 40.82% over the last 5-years.
Their $7.51Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 225 other accounts. Assets of High Net Worth Individuals clients own $5.27Bn or 70.2% of Total Assets and Individuals own $876.01mn or 11.66% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.