Carret Asset Management, LLC
● SEC registered since 2004CRD 131445SEC# 801-63093New York, NY
Reg. AUM
$3.46B
Employees
22
Accounts
2,633
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 $3.5 billion in regulatory assets under management and employs 22 people.
Carret Asset Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carret Holdings, Inc. Control | Member | Over 75% | 2019 |
| Jason Richard Graybill | Principal, Senior Managing Director | Under 5% | 2014 |
| Marco Antonio Vega Control | President / Cco | Under 5% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Carret Asset Management, LLC manage?
Carret Asset Management, LLC reports $3.5 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
| Address | 360 Madison Avenue, 20th Floor, New York, NY 10017 |
| Phone | 212-593-3800 |
| Fax | 212-593-9796 |
| Office hours | 9:00 a.m. To 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 791490 |
| Discloses disciplinary history | No |
Regulatory AUM
$3.46B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$3.46Bregulatory AUM
Discretionary $3.46B