PPrivate Fund Data Log in Join · $37/mo

Carret Asset Management, LLC

● SEC registered since 2004CRD 131445SEC# 801-63093New York, NY
Export (members)
Reg. AUM
$3.23B
Employees
22
Accounts
2,588
Location
New York, NY

Carret Asset Management, LLC assets under management

Carret Asset Management, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2004. It reports $3.2 billion in regulatory assets under management and employs 22 people.
www.carret.comView on SEC.gov ↗

Carret Asset Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Carret Holdings, Inc. ControlMemberOver 75%2019
Jason Richard GraybillPrincipal, Senior Managing DirectorUnder 5%2014
Marco Antonio Vega ControlPresident / CcoUnder 5%2005
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Carret Asset Management, LLC manage?

Carret Asset Management, LLC reports $3.2 billion in regulatory assets under management on its Form ADV.

How many employees does Carret Asset Management, LLC have?

Carret Asset Management, LLC reports 22 employees.

Where is Carret Asset Management, LLC located?

Carret Asset Management, LLC is based in New York, NY and has been SEC-registered since 2004.

Does Carret Asset Management, LLC disclose fund performance?

Carret Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address360 Madison Avenue, 20th Floor, New York, NY 10017
Phone212-593-3800
Fax212-593-9796
Office hours9:00 a.m. To 5:30 p.m.
SEC regionNew York Regional Office (NYRO)
CIK791490
Discloses disciplinary historyNo

Assets under management

Discretionary$3.23B
Non-discretionary$0
Total (RAUM)$3.23B