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Erez Asset Management, LLC

● SEC registered since 2025CRD 332027SEC# 801-132310New Rochelle, NY
Export (members)
Ranks #5,711 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$30.1M
Fund GAV
$17M
Private funds
1
Employees
2
Accounts
2
Location
New Rochelle, NY

Erez Asset Management, LLC assets under management

Erez Asset Management, LLC is a registered investment adviser overseen by the SEC based in New Rochelle, NY. The firm has been registered since 2025. It reports $30.1 million in regulatory assets under management and employs 2 people. Erez Asset Management, LLC manages 1 private fund with combined gross assets of $17 million, including Erez REIT Opportunities LP. By regulatory assets, it ranks 5,711 of 5,911 private fund managers.

Erez Asset Management, LLC private funds

1 funds · $17M GAV
FundTypeGross assetsMin.
Erez REIT Opportunities LPHedge$17M$100K

Erez Asset Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Bruce Jordan Schanzer ControlChief Executive OfficerOver 75%2024
Gregory Grinberg ControlChief Operating Officer And Compliance OfficerUnder 5%2024
Peter Roserio GuarinoChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Erez Asset Management, LLC manage?

Erez Asset Management, LLC reports $30.1 million in regulatory assets under management on its Form ADV.

How many private funds does Erez Asset Management, LLC manage?

Erez Asset Management, LLC manages 1 private funds with combined gross assets of $17 million.

How many employees does Erez Asset Management, LLC have?

Erez Asset Management, LLC reports 2 employees.

Where is Erez Asset Management, LLC located?

Erez Asset Management, LLC is based in New Rochelle, NY and has been SEC-registered since 2025.

Does Erez Asset Management, LLC disclose fund performance?

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

Contact & registration

Address270 North Ave, Ste 404, New Rochelle, NY 10801-5124
Phone917-455-9764
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$30.1M
Non-discretionary$0
Total (RAUM)$30.1M

Service providers

Prime broker
Custodian
Administrator