Barrett Asset Management LLC

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Barrett Asset Management LLC
CRD #157047
SEC #801-72395
CIK #0001526411
AUM
Employees 18 (33% Investors, 0% Brokers)
Phone212-983-5080
Address845 Third Avenue
New York, NY 10022
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02010201420192024
CIK Period
0001526411
Sector Form 13F Holdings Value ($B)
Microsoft Corp 0.1
Apple Inc 0.1
VISA Inc 0.1
Alphabet Inc 0.1
Tetra Tech Inc 0.1
Accenture PLC 0.1
Thermo Fisher Scientific Inc 0.1
Automatic Data Processing Inc 0.1
J P Morgan Chase & Co 0.1
Stryker Corp 0.1
Johnson & Johnson 0.1
Paypal Holdings Inc 0.1
Walt Disney Co 0.1
AbbVie Inc 0.1
Amazon Com Inc 0.0
BlackRock Inc 0.0
Ecolab Inc 0.0
Costco Wholesale Corp /NEW 0.0
Zoetis Inc 0.0
Alphabet Inc 0.0
McDonalds Corp 0.0
PepsiCo Inc 0.0
Exxon Mobil Corp 0.0
Progressive Corp/Oh/ 0.0
Verisk Analytics Inc 0.0
Starbucks Corp 0.0
Nvidia Corp 0.0
TJX Companies Inc /DE/ 0.0
Fidelity National Information Services Inc 0.0
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 2 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2 0.1
By Discretionary
Discretionary 2 0.1
Non-Discretionary 0 0.0
Total 2 0.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.1
Total 2 0.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001526411]
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