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Carret Asset Management, LLC Employee Directory

Investment ManagementNew York, United States11-50 Employees

Carret Asset Management, LLC is an independent, employee-owned investment advisory firm based in New York City. Established in 1963, the company operates within the investment management industry and serves wealth managers, financial advisors, select institutional clients, and high net worth individuals and families. Its focus appears to be offering asset management services to a professional client base, supported by an entrepreneurial corporate culture. The firm is located on Park Avenue in Manhattan and maintains a relatively small to mid-sized team. In recent years, Carret Asset Management has issued reports detailing 13F holdings for the first and second quarters of 2023, reflecting ongoing activities in portfolio analysis and holdings comparison for its clients.

Find Carret Asset Management, LLC employees' phone numbers or email addresses

Carret Asset Management, LLC Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

Carret Asset Management, LLC's Leadership

  • Stylized image of a person
    P. V.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. R.
    Senior Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Associate Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. D. V.
    Portfolio Manager
    Phone icon
    Mobile Phone

Carret Asset Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Carret Asset Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    P. V.
    Managing Director
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    W. R.
    Senior Managing Director
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    C. L.
    Associate Portfolio Manager
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    P. D. V.
    Portfolio Manager
    Phone icon
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Carret Asset Management, LLC known for?

Minus sign iconPlus sign iconCarret Asset Management, LLC operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-212-207-****
. Explore Carret Asset Management, LLC's company overview page for more information.

What is Carret Asset Management, LLC's most common email format?

Minus sign iconPlus sign iconCarret Asset Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carret Asset Management, LLC email formats with LeadIQ.

How many employees does Carret Asset Management, LLC have currently?

Minus sign iconPlus sign iconCarret Asset Management, LLC has approximately 23 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Carret Asset Management, LLC's key employees and leadership?

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As of July 2026, Carret Asset Management, LLC's key employees include:

  • Managing Director: P. V.
  • Senior Managing Director: W. R.
  • Associate Portfolio Manager: C. L.
  • Portfolio Manager: P. D. V.

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