Family Office · New York, NY, United States
Carret Asset Management is an investment management firm founded in 1963 and headquartered in New York City. The company provides wealth management and investment advisory services to individuals, families, and institutions, focusing on customized portfolio management and long-term financial planning. Carret Asset Management is known for its client-centric approach and disciplined investment strategies across various asset classes.
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Carret Asset Management deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. Claude Fundraiser tracks Carret Asset Management alongside 45,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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