|
⚲
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| Carosa Stanton Asset Management LLC
✚
| |
|---|---|
| CRD # | 104588 |
| SEC # | 801-53311 |
| CIK # | |
| AUM | $41.5 MM (2024-03-29) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 585-624-3150 |
| Address | 3909 Rushmendon Road Mendon, NY 14506 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 27.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 14.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 41.5 |
| By Discretionary | ||
| Discretionary | 24 | 41.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24 | 41.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 41.5 | |
| Total | 24 | 41.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
VITA Planning Group LLC
✚
|
WA | 0.0 |
|
Seaway Advisors Ltd
✚
|
NY | 0.0 |
|
Family Dynasty Advisors LLC
✚
|
TX | 0.0 |
|
Intrepid Wealth Partners LLC
✚
|
FL | 0.0 |
|
Emstone Advisers LLC
✚
|
PA | 0.0 |
|
Carnegie Wealth Management LLC
✚
|
CA | 0.0 |
|
Transparent Wealth Consulting LLC
✚
|
NY | 0.0 |
|
Lockwood Wealth Strategies LLC
✚
|
TX | 0.0 |
|
Hayden Capital LLC
✚
|
CA | 0.0 |
|
Tanaka Capital Management Inc
✚
|
NY | 0.0 |