Overview
Assets Under Management: $3.2 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 348
Average Client Assets: $3 million
Frequently Asked Questions
CARRET ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131445), CARRET ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CARRET ASSET MANAGEMENT, LLC is headquartered in NEW YORK, NY.
CARRET ASSET MANAGEMENT, LLC serves 348 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, CARRET ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
CARRET ASSET MANAGEMENT, LLC manages $3.2 billion in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, CARRET ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 348
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,588
Discretionary Accounts: 2,588
Regulatory Filings
CRD Number: 131445
Filing ID: 1968303
Last Filing Date: 2025-03-31 19:32:00
Website: https://carret.com