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Carret and Company, LLC is headquartered in New York City and has branch offices in Hanover, New Hampshire; Baltimore, Maryland; Santa Fe, New Mexico and Garden City, New York. Today, the firm manages more than $2 billion in assets for private investors, trusts, estates, Taft-Hartley funds, pension plans, charitable institutions and corporations.
July 01, 2002
Carret Announces Acquisition Of Manchester Capital Corp.
New York, July 1, 2002 - Carret and Company, the New York-based money-management firm, announced today that it had acquired Manchester Capital Corporation, a New York money-management firm. Terms of the transaction were not disclosed. The two firms have very…
June 03, 2002
Denman Zirkle Named CEO Of Carret and Company
New York, June 3, 2002 - Carret and Company, Inc., the New York-based money-management firm, announced today the appointment of W. Denman Zirkle as its chief executive officer. Founded in 1963, the firm currently has approximately $2 billion in assets…
October 13, 1999
Two Portfolio Managers Join Carret & Company
NEW YORK, October 13, 1999 - Carret and Company, the New York money management firm, announced today that two experienced and successful equity portfolio managers -- Arthur Gray, Jr. and R. Stephen Bartholow, Jr. -- had joined the firm. William…
December 08, 1998
Fixed-Income Manager Joins Carret and Company
NEW YORK, December 8, 1998 - James R. Tesone, a highly regarded fixed-income portfolio manager, has joined Carret and Company, the New York money management firm, as senior managing director and chief investment officer - fixed income. The appointment was…
October 13, 1997
Matrix Global Investments Acquires Carret and Company
NEW YORK, October 13, 1997 -- Matrix Global Investments, an operating company in the investment management business that was recently capitalized by New York merchant bank Castle Harlan, Inc., announced today the acquisition of Carret and Company, a money management…
September 03, 1997
Castle Harlan Commits $60 Million To Firm Investing In Money Managers
NEW YORK, September 3, -- Castle Harlan, Inc., the New York merchant bank, announced today its sponsorship of Matrix Global Investment, Inc., a new company that is being capitalized at $60 million to invest in money management firms. Castle Harlan…
In The Media
- June 24, 2023 John K. Castle Interview with Dan Daly of The Directors Letter Part 4
- June 12, 2023 John K. Castle Interview with Dan Daly of The Directors Letter Part 3
- February 23, 2023 John K. Castle Interview with Liz Claman on The Claman Countdown
- December 12, 2022 John K. Castle Interview with Dan Daly of The Directors Letter Part 2
- November 18, 2022 John K. Castle Interview on Maria Bartiromo's Wall Street
- November 14, 2022 John K. Castle Interview with Dan Daly of The Directors Letter Part 1
- February 22, 2022 John K. Castle The Rusk Report Interview - BET 1520
- May 01, 2019 John K. Castle Yahoo! Finance - The Ticker
- February 12, 2019 John K. Castle Fox Business - Maria Bartiromo’s Wall St.
- March 29, 2016 MandA.TV: John K. Castle - Castle Harlan
- July 08, 2015 John Castle ACG NY Interview
- September 02, 2013 Returns From 2008 Vintage Give Industry Shot In Arm
- May 10, 2013 John K. Castle - Taking Stock
- March 12, 2013 Bloomberg Brief: Leonard Harlan
- December 24, 2012 America Today: The Good News by Leonard Harlan
- December 10, 2012 John Castle - Money Moves & Bottom Line
- October 11, 2011 2011 Interviews
- October 01, 2011 An Interview with John Castle
- June 01, 2011 John Castle - CNBC
- April 30, 2008 My Mentor - Castle Building
- April 02, 2007 Private Equity Paranoia
- September 19, 2005 Too Much Money, Too Few Deals - A Conversation with Four Members of the Buyout Industry
- April 18, 2005 Takeouts - Restaurants Serve Up Enticing Properties for Private Equity Firms and Eager Lenders
- June 21, 2004 The LBO Method
- November 01, 2003 JFK Slept Here