# Carpenter Capital Management LLC

> Carpenter Capital Management LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 339454
- Filed as: CARPENTER CAPITAL MANAGEMENT LLC
- Reporting status: Exempt reporting adviser (status as filed: State ERA - ACTIVE)
- Filing period: October 2026
- Form ADV filing dated: December 23, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339454
- AdvisorCensus page: https://advisorcensus.com/firm/carpenter-capital-management-llc-339454

## Quick answers

**How does Carpenter Capital Management LLC report to regulators?**
Carpenter Capital Management LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 339454.

**Does Carpenter Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339454

## From the Form ADV filing

### Firm details
- Reporting since: 2026 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @carpenter-capital-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carpenter Capital Management LLC (CRD 339454): Form ADV filing data as of October 2026.