Barrett Asset - Ownership and Business Overview

Financial ServicesCompany

Barrett Asset Ownership

Who owns Barrett Asset?

Barrett Asset is owned by CI Financial. It was acquired on March 11, 2021.

Barrett Asset Business Overview

Where is Barrett Asset headquartered?

Barrett Asset is headquartered in New York, New York.

What sector is Barrett Asset in?

Barrett Asset is a financial services company.

When was Barrett Asset founded?

Barrett Asset was founded in 1937.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 230 acquisitions of financial services companies in 2021, including 23 acquisitions by private equity firms, and 207 by strategics.

Barrett Asset

Barrett Asset Management LLC

90 Park Avenue, 34th Floor,
New York, New York 10016
United States,
(212) 983-5080
www.barrettasset.com

Barrett Asset is a registered investment advisor (“RIA”) with wealth and investment management capabilities catering primarily to high-net-worth and ultra-high-net-worth individuals and families. Barrett offers an array of high-touch services tailored to each client, including wealth planning and investment management. Barrett Asset was founded in 1937 and is based in New York City.


Company Summary

SECTOR

Financial Services

Established

1937

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