# Carosa Stanton Asset Management, LLC

Carosa Stanton Asset Management, LLC is a RIA based in Mendon, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mendon, United States
- **Region:** North America
- **Address:** Mendon, NY, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** carosastanton.com
- **LinkedIn:** https://www.linkedin.com/company/carosa-stanton-asset-management-llc

## Regulatory record

- **CRD number:** 104588
- **SEC file number:** 801-53311
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104588

## About

Carosa, Stanton & Depaolo Asset Management opened in 1996 in Mendon, a village southeast of Rochester, New York. The three named principals — Joseph Carosa, Mark Stanton, and Anthony Depaolo — structured the firm as a registered investment advisor providing portfolio management, investment consulting, and pension advisory services. Their client base spans individual investors, high-net-worth households, institutional accounts, and family offices concentrated in the Western New York region. The firm's advisory model covers publicly traded equities, fixed-income securities, and mutual fund allocations, with additional capabilities in pension consulting for corporate and municipal retirement plans. The practice operates from a single headquarters without satellite offices, reflecting a relationship-driven approach rather than a geographic expansion strategy. With an undisclosed asset base, Carosa Stanton Depaolo competes in the fragmented RIA marketplace against both local boutiques and national aggregators. The firm does not maintain a public LinkedIn presence or distribute thought leadership through visible content channels. Unlike roll-up platforms or institutionally backed wealth managers expanding through M&A, Carosa Stanton Depaolo remains a partnership with the original founders still at the helm. This multi-decade principal continuity, combined with a single-office footprint in a region they know intimately, represents the firm's functional differentiator: a model built on personal accountability rather than scalable brand infrastructure.

## Sectors

- Wealth Management

## People

- Joseph A. Carosa — President
- Mark Stanton — Principal
- Anthony Depaolo — Principal

## Questions

### Who runs investment decisions at Carosa, Stanton & Depaolo Asset Management?

No named principals or CIOs are disclosed in public records.

### Does Carosa, Stanton & Depaolo Asset Management participate in fund commitments or only direct deals?

The firm provides direct advisory services to clients rather than committing to external funds.

### What investment stages does Carosa, Stanton & Depaolo Asset Management typically target?

The firm focuses on ongoing portfolio management for existing client assets without specified stage mandates.

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Last updated: 2026-08-11T02:43:31.692Z

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