Carret Asset Management Overview

  • Type
  • Investment Advisor

  • Year Founded
  • 1963

Year Founded

  • Professionals
  • 2

Professionals

  • AUM

Carret Asset Management General Information

Description

Carret Asset Management is an investment advisor based in New York City, New York. Established in 1963, the firm is an employee-owned investment advisor with an entrepreneurial corporate culture. It serves wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Website
www.carret.com
Formerly Known As
Carret Holding
Year Founded
1963
Open To Secondaries
Open To First Time Funds
Institution Type
Investment Advisor
Primary Contact
Title
Co-Chairman
Email
Phone
Corporate Office
  • 360 Madison Avenue
  • 20th Floor
  • New York, NY 10022
  • United States
+1 (212)

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Carret Asset Management Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Carret Asset Management Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Carret Asset Management Team (7)

Name Title Office
Wayne Reisner President & Chief Executive Officer New York, NY
Marco Antonio Chief Compliance Officer, Principal, Chief Operating Officer, & Chief Financial Officer New York, NY
Jack Kaplan Managing Director New York, NY
Pierre DeVegh Financial Advisor New York, NY
You’re viewing 4 of 7 team members. Get the full list »

Carret Asset Management Board Members (2)

Name Representing Role Since
Alan Quasha JD Quadrant Management Co-Chairman
You’re viewing 1 of 2 board members. Get the full list »

Carret Asset Management FAQs

  • When was Carret Asset Management founded?

    Carret Asset Management was founded in 1963.

  • Who is the CEO of Carret Asset Management?

    Wayne Reisner is the CEO of Carret Asset Management.

  • Where is Carret Asset Management headquartered?

    Carret Asset Management is headquartered in New York, NY.

  • How many Assets Under Management (AUM) does Carret Asset Management have?

    Carret Asset Management has in assets under management.

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