CARRET ASSET MANAGEMENT, LLC
CRD #131445 SEC #801-63093 NEW YORK, NY 212-593-3800
SEC Registered
Total AUM
$3.2B
Discretionary
$3.2B
Employees
22
Clients
--
Accounts
2,588
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.2B | $3.2B | $0 | 22 | 0 |
| Apr 2024 | $3.1B | $3.1B | $0 | 23 | 0 |
| Mar 2024 | $3.1B | $3.1B | $0 | 23 | 0 |
| Apr 2023 | $3B | $3B | $0 | 24 | 0 |
| Mar 2023 | $3B | $3B | $0 | 24 | 0 |
| Nov 2022 | $3.4B | $3.4B | $0 | 22 | 0 |
| Aug 2022 | $3.4B | $3.4B | $0 | 22 | 0 |
| Jul 2022 | $3.4B | $3.4B | $0 | 22 | 0 |
| Jul 2022 | $3.4B | $3.4B | $0 | 22 | 0 |
| Jul 2022 | $3.4B | $3.4B | $0 | 22 | 0 |
| Apr 2022 | $3.4B | $3.4B | $0 | 22 | 0 |
| Mar 2022 | $3.4B | $3.4B | $0 | 22 | 0 |
| Jul 2021 | $3.1B | $3.1B | $0 | 23 | 0 |
| Apr 2021 | $3.1B | $3.1B | $0 | 23 | 0 |
| Mar 2021 | $3.1B | $3.1B | $0 | 23 | 0 |
| Jun 2020 | $3B | $2.9B | $27.3M | 21 | 0 |
| Jun 2020 | $3B | $2.9B | $27.3M | 21 | 0 |
| Mar 2020 | $3B | $2.9B | $27.3M | 21 | 0 |
| Mar 2019 | $2.5B | $2.5B | $1.3M | 20 | 2 |
| Mar 2018 | $2.6B | $2.6B | $0 | 21 | 2,056 |
| Sep 2017 | $2.4B | $2.4B | $1.5M | 20 | 2,000 |
| Mar 2017 | $2.4B | $2.4B | $1.5M | 21 | 2,000 |
| Dec 2016 | $1.9B | $1.9B | $1.4M | 21 | 1,900 |
| Mar 2016 | $1.9B | $1.9B | $1.4M | 21 | 1,900 |
| Mar 2015 | $1.9B | $1.9B | $22.2M | 21 | 1,800 |
| Oct 2014 | $1.8B | $1.7B | $21M | 21 | 1,600 |
| Aug 2014 | $1.8B | $1.7B | $21M | 21 | 1,600 |
| May 2014 | $1.8B | $1.7B | $21M | 21 | 1,600 |
| Mar 2014 | $1.8B | $1.7B | $21M | 21 | 1,600 |
| Jul 2013 | $1.8B | $1.8B | $0 | 22 | 1,300 |
| May 2013 | $1.8B | $1.8B | $0 | 22 | 1,300 |
| May 2013 | $1.8B | $1.8B | $0 | 22 | 1,300 |
| Apr 2013 | $1.8B | $1.8B | $0 | 22 | 1,300 |
| Apr 2013 | $1.8B | $1.8B | $0 | 22 | 1,300 |
| Mar 2013 | $1.8B | $1.8B | $0 | 22 | 1,300 |
| Oct 2012 | $1.5B | $1.5B | $0 | 11 | 1,000 |
| Mar 2012 | $1.5B | $1.5B | $0 | 11 | 1,000 |
| Mar 2012 | $1.5B | $1.5B | $0 | 11 | 1,000 |
| Dec 2011 | $1.3B | $1.3B | $0 | 11 | 1,000 |
| Mar 2011 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2010 | $1.5B | $1.5B | $0 | -- | -- |
| Jan 2010 | $1.4B | $1.4B | $23.8M | -- | -- |
| Oct 2009 | $1.4B | $1.4B | $23.8M | -- | -- |
| Jul 2009 | $1.4B | $1.4B | $23.8M | -- | -- |
| Feb 2009 | $1.4B | $1.4B | $23.8M | -- | -- |
| Feb 2009 | $1.4B | $1.4B | $23.8M | -- | -- |
| Dec 2007 | $1B | $1B | $9.1M | -- | -- |
| Sep 2007 | $1B | $1B | $9.1M | -- | -- |
| Mar 2007 | $1B | $1B | $9.1M | -- | -- |
| Jan 2007 | $1B | $1B | $9.1M | -- | -- |
| Mar 2006 | $991.7M | $928.5M | $63.2M | -- | -- |
| Jan 2006 | $991.7M | $928.5M | $63.2M | -- | -- |
| Sep 2005 | $1B | $947.5M | $64.3M | -- | -- |
| Jan 2005 | $1B | $947.5M | $64.3M | -- | -- |
| Aug 2004 | $967.4M | $910.4M | $57M | -- | -- |
| Jul 2004 | $967.4M | $910.4M | $57M | -- | -- |
| Jun 2004 | $967.4M | $910.4M | $57M | -- | -- |
| Jun 2004 | $0 | $0 | $0 | 51 | -- |
| Jun 2004 | $0 | $0 | $0 | 51 | -- |
| Jun 2004 | $0 | $0 | $0 | 51 | -- |
| May 2004 | $0 | $0 | $0 | 51 | -- |
| Apr 2004 | $0 | $0 | $0 | 51 | -- |
DateMar 2025
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees22
Clients0
DateApr 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees23
Clients0
DateMar 2024
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees23
Clients0
DateApr 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees24
Clients0
DateMar 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees24
Clients0
DateNov 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees22
Clients0
DateAug 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees22
Clients0
DateJul 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees22
Clients0
DateJul 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees22
Clients0
DateJul 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees22
Clients0
DateApr 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees22
Clients0
DateMar 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees22
Clients0
DateJul 2021
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees23
Clients0
DateApr 2021
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees23
Clients0
DateMar 2021
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees23
Clients0
DateJun 2020
Total AUM$3B
Discretionary$2.9B
Non-Disc.$27.3M
Employees21
Clients0
DateJun 2020
Total AUM$3B
Discretionary$2.9B
Non-Disc.$27.3M
Employees21
Clients0
DateMar 2020
Total AUM$3B
Discretionary$2.9B
Non-Disc.$27.3M
Employees21
Clients0
DateMar 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$1.3M
Employees20
Clients2
DateMar 2018
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees21
Clients2,056
DateSep 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$1.5M
Employees20
Clients2,000
DateMar 2017
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$1.5M
Employees21
Clients2,000
DateDec 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees21
Clients1,900
DateMar 2016
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$1.4M
Employees21
Clients1,900
DateMar 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$22.2M
Employees21
Clients1,800
DateOct 2014
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$21M
Employees21
Clients1,600
DateAug 2014
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$21M
Employees21
Clients1,600
DateMay 2014
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$21M
Employees21
Clients1,600
DateMar 2014
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$21M
Employees21
Clients1,600
DateJul 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients1,300
DateMay 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients1,300
DateMay 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients1,300
DateApr 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients1,300
DateApr 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients1,300
DateMar 2013
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees22
Clients1,300
DateOct 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1,000
DateMar 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1,000
DateMar 2012
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees11
Clients1,000
DateDec 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees11
Clients1,000
DateMar 2011
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.8M
Employees--
Clients--
DateOct 2009
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.8M
Employees--
Clients--
DateJul 2009
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.8M
Employees--
Clients--
DateFeb 2009
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.8M
Employees--
Clients--
DateFeb 2009
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$23.8M
Employees--
Clients--
DateDec 2007
Total AUM$1B
Discretionary$1B
Non-Disc.$9.1M
Employees--
Clients--
DateSep 2007
Total AUM$1B
Discretionary$1B
Non-Disc.$9.1M
Employees--
Clients--
DateMar 2007
Total AUM$1B
Discretionary$1B
Non-Disc.$9.1M
Employees--
Clients--
DateJan 2007
Total AUM$1B
Discretionary$1B
Non-Disc.$9.1M
Employees--
Clients--
DateMar 2006
Total AUM$991.7M
Discretionary$928.5M
Non-Disc.$63.2M
Employees--
Clients--
DateJan 2006
Total AUM$991.7M
Discretionary$928.5M
Non-Disc.$63.2M
Employees--
Clients--
DateSep 2005
Total AUM$1B
Discretionary$947.5M
Non-Disc.$64.3M
Employees--
Clients--
DateJan 2005
Total AUM$1B
Discretionary$947.5M
Non-Disc.$64.3M
Employees--
Clients--
DateAug 2004
Total AUM$967.4M
Discretionary$910.4M
Non-Disc.$57M
Employees--
Clients--
DateJul 2004
Total AUM$967.4M
Discretionary$910.4M
Non-Disc.$57M
Employees--
Clients--
DateJun 2004
Total AUM$967.4M
Discretionary$910.4M
Non-Disc.$57M
Employees--
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees51
Clients--