Carry Advisors provides portfolio management for individuals and small businesses.
Carry Advisors reports 3,375 clients. They include 1,771 high-net-worth individuals and 1,604 individual clients. Of its assets, 20.8% ($37.6M across 1,482 accounts) are managed with discretion; $143M across 7,451 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 30% |
| High-net-worth individuals | 52% | 70% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,604 | $54.9M | 30.4% | $34.2K |
| High-net-worth individuals | 1,771 | $126M | 69.6% | $71.1K |
| Total | 3,375 | $181M | 100% | $53.6K |
- Clients
- 1,604
- Regulatory AUM
- $54.9M
- AUM share
- 30.4%
- Avg. per client
- $34.2K
- Clients
- 1,771
- Regulatory AUM
- $126M
- AUM share
- 69.6%
- Avg. per client
- $71.1K
Total
- Clients
- 3,375
- Regulatory AUM
- $181M
- AUM share
- 100%
- Avg. per client
- $53.6K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Carry Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Lettuce Financial Labs Inc. owns 75% or more of Carry Advisors and is in turn owned by Zeev Ventures X, LP (25–50%) and Ran Harpaz (25–50%). The leadership team of Carry Advisors includes Chief Compliance Officer Evan Cohen. It has 2 employees.
Leadership
- Evan CohenChief Compliance Officer
Staff
- 2 employees
- 2 in advisory functions
- 2 broker-dealer reps
- Owns 75% or more of Carry Advisors LLC
Lettuce Financial Labs Inc.
Control person · since May 2026
- Owns 25% to 50% of Lettuce Financial Labs Inc.
Zeev Ventures X, LP
Control person · since May 2024
Oren Zeev
Indirect owner · Control person · since April 2024
- Owns 25% to 50% of Lettuce Financial Labs Inc.
Ran Harpaz
Control person · since May 2026
Carry Advisors’ regulatory assets grew Infinity× from $0 (July 2023) to $181M (September 2026); employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $181M | 3,375 | 2 | 1 |
| May 2025 | $99.7M | 1,795 | 3 | 1 |
| June 2024 | $16.5M | 382 | 3 | 1 |
| July 2023 | $0 | 0 | 2 | 1 |
Besides its headquarters, Carry Advisors has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 10 Grand Street, Ste 1800, BrooklynHQ
Contact and registration details
- Legal name
- Carry Advisors LLC
- Headquarters
- 10 Grand Street, Ste 1800, Brooklyn, NY 11249
- Website
- carry.com
- Phone
- 201-472-0612
- SEC file
- 801-126799
- Structure
- Delaware LLC
- Fiscal year end
- December
Carry Advisors uses Drivewealth ($181M) as custodian for its separately managed accounts. Carry Advisors does not have custody of client assets.
- DrivewealthDrivewealth, LLC · New York City, NY · $181M100%
At year end, Carry Advisors’ separately managed accounts were mostly in stocks (53%) and cash (22%).
What the accounts hold
- Stocks53%
- Funds13%
- Bonds12%
- Cash22%
How many clients does Carry Advisors have?
Carry Advisors has 3,375 clients and manages $181 million for them, as of September 2026. They include 1,771 high-net-worth individuals and 1,604 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026
What services does Carry Advisors offer?
Carry Advisors provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Carry Advisors use?
Carry Advisors’ separately managed account assets are held at Drivewealth, LLC (New York City, NY), with $181M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026
How many financial advisors does Carry Advisors have?
Carry Advisors has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Carry Advisors invest in?
At the end of its last fiscal year, Carry Advisors’ separately managed accounts held 53% exchange-traded equities, 22% cash and equivalents, 13% registered funds (mutual funds, ETFs, BDCs) and 12% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Carry Advisors?
Carry Advisors is owned through a holding company by Ran Harpaz. Its direct owner is Lettuce Financial Labs Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 September 2026
How does Carry Advisors get paid?
Carry Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Carry Advisors?
Carry Advisors’ main office is at 10 Grand Street, Ste 1800, Brooklyn, NY 11249. Its phone number is 201-472-0612. Its website is carry.com.