This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Adviser

CARRET ASSET MANAGEMENT, LLCCRD 131445

Fund type

LONG ONLY

Latest reported GAV

$13.5Mgross asset value on Schedule D 7.B(1), as of 2013-07-11; never fund size

Peak reported GAV

$13.5M

Beneficial owners

28

Minimum investment

$100,000

Owned by the adviser

500%

Owned by funds of funds

0%

Owned by non-US persons

4000%

Clients solicited

no

Organised in

Cayman Islands

First reported

Mar 29, 2012

Last reported

Jul 11, 2013fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

9

Fund id

805-2481510108

Graph

RIA / Wealth Management

Canonical id

dfx:ria:013f5fde-6ba7-ce62-ed99-65333f1f253a

First observed

Mar 29, 2012

Last observed

Jul 11, 2013 160 months ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.