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Aem Asset Management, LLC

● SEC registered since 2020CRD 310360SEC# 801-119397Somerset, NJ
Export (members)
Reg. AUM
$122.1M
Employees
2
Accounts
45
Location
Somerset, NJ

Aem Asset Management, LLC assets under management

Aem Asset Management, LLC is an SEC-registered investment adviser based in Somerset, NJ. The firm has been registered since 2020. It reports $122.1 million in regulatory assets under management and employs 2 people.

Aem Asset Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Eric Jason Schwartz ControlManaging Member25-50%2020
Rosenberg Rich Baker Berman & Company ControlOwner50-75%2020
Susan Elizabeth DumontChief Compliance OfficerUnder 5%2020

Frequently asked questions

How much does Aem Asset Management, LLC manage?

Aem Asset Management, LLC reports $122.1 million in regulatory assets under management on its Form ADV.

How many employees does Aem Asset Management, LLC have?

Aem Asset Management, LLC reports 2 employees.

Where is Aem Asset Management, LLC located?

Aem Asset Management, LLC is based in Somerset, NJ and has been SEC-registered since 2020.

Does Aem Asset Management, LLC disclose fund performance?

Aem Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address265 Davidson Avenue, Suite 210, Somerset, NJ 08873
Phone973-714-6437
Fax908-231-6894
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.1M
Non-discretionary$0
Total (RAUM)$122.1M