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Carret Asset Management

Carret Asset Management
1963 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
3 FINANCING ROUNDS
2 INVESTMENTS
Description

Provider of asset management and investment advisory services.The company focuses on active fixed income and equity strategies to structure sound, customized and diversified investment portfolios for high net worth individuals, pension and profit sharing plans and not-for-profit foundations, enabling attractive risk adjusted returns over the ever-evolving market cycles.

Website
Formerly Known As
Carret Holding
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 320 Park Avenue
  • 18th Floor
  • New York, NY 10022
  • United States

+1 (212) 000-0000

Carret Asset Management Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Carret Asset Management Investments (2)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 0000000 01-Jul-2002 0000000000 Asset Management 00000 0000000
Rikoon Group 01-Jan-2001 Buyout/LBO Asset Management 00000 00000000
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Carret Asset Management Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Carret Asset Management Executive Team (5)

Name Title Board
Seat
Contact
Info
Wayne Reisner President, Chairman of the Executive Committee & Director - Equity Strategy
Pierre DeVegh Executive
Marco Vega Chief Operating Officer & Principal

2 Former Executives

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Carret Asset Management Board Members (3)

Name Representing Role Since Contact
Info
0000 000000 00 Self Co-Chairman 000 0000
00000 0000000 Carret Asset Management President, Chairman of the Executive Committee & Director - Equity Strategy 000 0000

1 Former Board Member

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