Carnegie Capital Asset Management is an investment advisor in Pepper Pike with $3.98 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
264766975
SEC advisor number
801-70242
FINRA CRD number
150488
AUM ?
$3.98 bn
(as of 7 Dec 22)
Accounts
6,217
(as of 7 Dec 22)
Employees
53
(34 investment advisory or research)
Address
Carnegie Capital Asset Management
30300 CHAGRIN BOULEVARD
PEPPER PIKE
OH 44124
30300 CHAGRIN BOULEVARD
PEPPER PIKE
OH 44124
Office hours
Monday - Friday, 9AM - 5PM
Phone
216-367-4114
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Wagner, Gary, Paul | Member | 04/2009 | 25-50% |
Alt, Richard, Lee | Member | 04/2009 | 50-75% |
Bush, Stephanie, Kim | Chief Compliance Officer | 03/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22