Key facts
- Status: Acquired/Merged (Operating Subsidiary).
- ·Watchlist + deal alerts for Cadaret Grant & Company
- ·The full record, as it builds
Funding rounds
No funding rounds for Cadaret Grant & Company are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Cadaret Grant & Company
Provider of financial services based in Syracuse, New York. The company's services include offering independent financial advisory and wealth management services along with advanced technology, effective marketing tools and a supportive business environment, enabling financial advisors with the freedom to run their business their way.
- Sector
- Financial Services
- HQ
- Syracuse, NY, United States
- Employees
- 155
- Website
- cadaretgrant.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Cadaret Grant & Company doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Cadaret Grant & Company shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Cadaret Grant & Company in its N-PORT filings yet. We sweep new filings monthly.