Carrick Lane is an investment advisory firm that provides investment advice to accredited investors, qualified clients, and qualified purchasers. Carrick Lane offers customized option-based solutions to clients with a focus on absolute return, yield enhancement and risk reduction. Its primary offering is a suite of Put Writing strategies, with an objective to generate option premium over time by selling and actively managing a portfolio of index put options.
Assets Under Management$2.4B
Clients427
AdvisorsN/A
Avg. per Client$5.6M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Generally, the Adviser charges its Clients a Management Fee ranging from 0.25% to 0.85% annually. The Adviser may change, reduce, or waive the Management Fee for principals, employees or affiliates of the Adviser, relatives of such persons, and for certain large or strategic investors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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