CRD: 104588
Carosa, Stanton & Depaolo Asset Management, LLC
$50.7M Total AUM
$50.7M Disc. AUM
12.6% 3Y CAGR
3 Employees
27 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 11-01-1996
- Office Locations
- 1
Office Locations
3909 Rush-Mendon Road Mendon NY
About Carosa, Stanton & Depaolo Asset Management, LLC
Carosa, Stanton & DePaolo Asset Management is a Mendon, NY registered investment adviser providing portfolio management and planning services including retirement, insurance, and estate planning, with a focus on business owners. The firm frames advice around goal-based wealth building and behavioral techniques to help reduce downside risk. In its SMA implementation, ETFs are a primary vehicle, and custody includes Charles Schwab.
Team overview
-- AVG AGE
$25.4M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
29.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
0 RIA Reps
29yrs Firm Age
Insights
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Custodian
Matrix element
Investment Vehicles
Summit
Services
Ridge legacy Vector Bridge meridian
Technology
Optima
Owner & Executives
C
CHRISTOPHER CAROSA
Chief Compliance Officer, Managing Member, President
- CRD
- --
- Ownership
- 75% or more
(634) 388-4359
prime.foundation@fusioncapital.com
in linkedin.com/in/unison-alpha
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,745,803 | $1,879,474 |
| Non-Discretionary | $0 | -- |
| Total | $50,745,803 | $1,879,474 |
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Separately Managed Accounts
Total SMA Asset: $32,234,537
Equity - Exchange:
49.6% Cash:
50.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $973,685,332 | 49.6% |
| Cash | $989,389,935 | 50.4% |
| Total | $1,963,075,267 | 100.0% |