About Carret Asset Management
Carret Asset Management is a company based in New York (United States) founded in 1963 was acquired by Quadrant in June 2004. It operates as a Professional Services. The company has 22 employees as of December 31, 2022. Carret Asset Management offers products and services including Wealth Planning and Investment Strategies. Carret Asset Management operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter New York, United States
- Employees 22 as on 31 Dec, 2022
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
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Social
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- Legal Name Carret Asset Management
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Products & Services of Carret Asset Management
Carret Asset Management offers a comprehensive portfolio of products and services, including Wealth Planning and Investment Strategies. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Wealth planning services are provided for individual clients.
Investment strategies are tailored for institutional and individual needs.
Funding Insights of Carret Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Carret Asset Management
Carret Asset Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Quadrant. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Quadrant Management is engaged in private equity investments.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Carret Asset Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Carret Asset Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Carret Asset Management Comparisons
Competitors of Carret Asset Management
Carret Asset Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Carret Asset Management
Frequently Asked Questions about Carret Asset Management
When was Carret Asset Management founded?
Carret Asset Management was founded in 1963.
Where is Carret Asset Management located?
Carret Asset Management is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Carret Asset Management?
Alan Quasha is the current CEO of Carret Asset Management.
How many employees does Carret Asset Management have?
As of Dec 31, 2022, the latest employee count at Carret Asset Management is 22.
What does Carret Asset Management do?
Carret Asset Management is engaged in providing wealth planning and investment strategies. Services are offered to both individual and institutional clients. The company focuses on personalized financial solutions within the asset management sector. Operations are based in the United States with a presence in New York and Denver.
Who are the top competitors of Carret Asset Management?
Carret Asset Management's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Carret Asset Management offer?
Carret Asset Management offers Wealth Planning and Investment Strategies.
Who are Carret Asset Management's investors?
Carret Asset Management has 1 investor. Key investors include Quadrant.