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CARRICK CAPITAL PARTNERS

SAN FRANCISCO, CA · CRD 165915 · IAPD ↗ · carrickcapitalpartners.com · 415-432-4100

$2.08BRegulatory AUM
15Advisory reps
17Employees
0Clients
n/aPlanning clients
31Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — CARRICK CAPITAL PARTNERS reported RAUM up 27% ($1.64B -> $2.08B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — CARRICK CAPITAL PARTNERS grew from 13 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
April 2024 — CARRICK CAPITAL PARTNERS reported RAUM up 26% ($1.24B -> $1.57B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.