CARRET ASSET Overview
Carret Asset Management Llc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 21 employees, of which 10 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 838MM in positions, representing 43% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 838MM in positions, representing 43% of the manager's regulatory AUM.
CARRET ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CARRET ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 6.89% | Tech | 6.16% | -0.44% | 0 | 39% | ||
| MSFT | 4.84% | Tech | 19.44% | 0.35% | 0 | 45% | ||
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FEATURED IN
CARRET ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Marco A. Vega | Princial Coo, Cfo, Cco | September-2005 |
| Wayne S. Reisner | President, Chief Executive Officer | September-2005 |
| Jason R. Graybill | Principal, Senior Managing Director | January-2014 |
| Neil D. Klein | Principal, Senior Managing Director | January-2014 |
CARRET ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CARRET ASSET Investment Strategy
CARRET ASSET Portfolio Concentration
CARRET ASSET Location
1345 AVENUE OF THE AMERICAS
27TH FLOOR
NEW YORK, New York
UNITED STATES, 10105
27TH FLOOR
NEW YORK, New York
UNITED STATES, 10105
CARRET ASSET Contact Information
Phone Number: 212-593-3800
Fax Number: 212-593-9796
Website: null
Fax Number: 212-593-9796
Website: null
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