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Building 2CARRET AND COMPANY, LLC.

Map pinNEW YORK, NY
Phone212-593-3800
NotebookSEC #801-57821
Total AUM
$967.4M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 EAST 52ND ST
19TH FLOOR
NEW YORK
NY 10022
USA
Operating Hours
9A.M. TO 5P.M.
Monday - Friday
Phone
212-593-3800

ReceiptFinancials

Total AUM
$967.4M
Accounts
827
Discretionary
$910.4M
Accounts
814
Non-Discretionary
$57M
Accounts
13

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSRO Rule Violation
State Registrations
ALAZCACOCTDCFLGAHIILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCTNTXVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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