Network·Family Office

Carrick Lane LLC

Unclaimed

📍 NEW YORK, NY

Family Officefinancial services
www.carricklane.com/

SEC CRD #801-120019

About

Carrick Lane | Actively Managed Options Strategies for Private Wealth Home About Team News Contact Client Portal 212-433-8450 · info@carricklane.com Independent · Employee-Owned Actively Managed Options Strategies Carrick Lane serves high-net-worth families, family offices and the advisors who work with them - managing options strategies seeking to generate income, typically through separately managed accounts. Learn More → Announcement Carrick Lane Welcomes John Marshall as Partner John joins following 25 years at Goldman Sachs as Head of Derivatives Research, with a focus on strategy and product development. Read the Announcement → ← → Who We Are Options specialists seeking to serve private wealth, endowments and foundations. Carrick Lane actively manages options strategies for high-net-worth families, family offices, trusts, foundations and the advisors and platforms that work with them. Our core strategy is built on a simple market observation: we believe investors often pay too much for downside protection in equity markets. Carrick Lane seeks to earn income by selling that protection through a disciplined, actively managed process shaped by an experienced team. Carrick Lane strategies are typically implemented through a separately managed account overlay to an existing portfolio. Clients retain account-level transparency, liquidity and access to senior members of the team. $3 billion+ in client mandates * About Carrick Lane → Our Difference What sets Carrick Lane apart.

Key Contact

PM

PETER MONTGOMERY

CHIEF COMPLIANCE OFFICER

📞 (212) 433-8450

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Geographic Focus

nyunited statesnortheast

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AUM

$3.0B

Check Size

$2M–$2M

Location

NEW YORK, NY

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