BARRETT ASSET MANAGEMENT, LLC
  • BARRETT ASSET MANAGEMENT, LLC
  • CI BARRETT PRIVATE WEALTH

Adviser Profile

As of Date 12/08/2023
Registration status Terminated
ADV Location NEW YORK, NY, United States
Contact Info 212 xxxxxxx
Websites
AUM* 67,119,813 -98%
of that, discretionary 67,119,813 -98%
Number of Employees 18
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 33,559,907 724%
SMA’s Yes
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company
- Related adviser

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 2B 2B 2B 1B 821M 411M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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