The CAROSA STANTON ASSET MANAGEMENT, LLC is a privately held investment adviser that advises $55.13mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. CAROSA STANTON ASSET MANAGEMENT, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 36.96% over the last 5-years.
The Group has been registered with the SEC for 29.71 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3909 RUSH-MENDON ROAD, MENDON, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 2 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $55.13mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $32.23mn or 58.47% of Total Assets and Investment Companies (IC) own $22.9mn or 41.53% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and Investment Companies (IC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $22.87mn in assets.
The Group discloses management fees.
CAROSA STANTON ASSET MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.