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CARRET ASSET MANAGEMENT, LLC
CRD 131445 · SEC 801-63093
360 MADISON AVENUE, 20TH FLOOR, NEW YORK, NY, 10017, United States
Phone
212-593-3800
Fax
212-593-9796
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.46B
Discretionary AUM
$3.46B
Team
22 total employees; 10 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 854 | $228.7M |
| High net worth individuals | 367 | $1.21B |
| Investment companies | 1 | $128.8M |
| Pension/profit sharing plans | 15 | $29.3M |
| Other investment advisers | 1357 | $1.64B |
| Corporations/business entities | 39 | $224.6M |
States served
VT, AK, AZ, CA, CO, DC, GA, ID, IL, KS, LA, ME, MD, MA, MN, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, UT, VA, WI, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD