LP Profile

Carnegie Investment Counsel

Asset ManagerPhiladelphia, United States
$4.0B
Assets Under Management
Philadelphia
Headquarters
Investment Focus

About Carnegie Investment Counsel

Serving investors since 1974, our focus lies on investment management, financial planning, retirement, and ESG investing. We've been recognized as a Financial Times Top 300 Registered Investment Advisor for five consecutive years.

Preferred Investment Types

Direct InvestingInvestment FundsJoint Venture/PartnerPhilanthropy

Preferred Sectors & Themes

Travel Accommodations & TourismCapital MarketsCharitable InvestmentsDiversified Finance ConsultingESG & SustainabilityFaith-Based InvestingFund of FundsHedge FundsConcierge ServicesInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingRetirement PlanningTrust ManagementWealth & Estate PlanningHigh-Level SectorsTourism & HospitalityFinance

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Carnegie Investment Counsel from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$7.5B
Total Clients
8,541
Filing Date
April 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Carnegie Investment Counsel across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Carnegie Investment Counsel?

Carnegie Investment Counsel is a asset manager based in Philadelphia, United States, managing approximately $4.0B in assets.

Where is Carnegie Investment Counsel headquartered?

Carnegie Investment Counsel is headquartered in Philadelphia, United States.

How much does Carnegie Investment Counsel manage?

Carnegie Investment Counsel manages approximately $4.0B in assets under management.

What does Carnegie Investment Counsel invest in?

Carnegie Investment Counsel focuses on Direct Investing, Investment Funds, Joint Venture/Partner, Philanthropy, Travel Accommodations & Tourism, Capital Markets, Charitable Investments, Diversified Finance Consulting.

How can I contact Carnegie Investment Counsel?

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