← Back to searchVisit website
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC
CAROSA STANTON ASSET MANAGEMENT, LLC
CRD 104588 · SEC 801-53311
3909 RUSH-MENDON ROAD, MENDON, NY, 14506, United States
Phone
(585) 624-3150
Fax
(585) 624-3650
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$50.7M
Discretionary AUM
$50.7M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $32.2M |
| Investment companies | 2 | $18.5M |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD