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Fountainhead Am, LLC

● SEC registered since 2017CRD 289000SEC# 801-110874Warren, NJ
Export (members)
Reg. AUM
$964.5M
Employees
8
Accounts
3,471
Location
Warren, NJ

Fountainhead Am, LLC assets under management

Fountainhead Am, LLC is an SEC-registered investment adviser based in Warren, NJ. The firm has been registered since 2017. It reports $964.5 million in regulatory assets under management and employs 8 people.

Fountainhead Am, LLC owners & executives

4 reported
NameTitleOwnershipSince
Joseph Halpern ControlChief Compliance Officer25-50%2018
Joseph Halpern ControlManaging Member, Chief Investment Officer25-50%2017
Marc Bruce Rock ControlMember And Manager25-50%2017
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Frequently asked questions

How much does Fountainhead Am, LLC manage?

Fountainhead Am, LLC reports $964.5 million in regulatory assets under management on its Form ADV.

How many employees does Fountainhead Am, LLC have?

Fountainhead Am, LLC reports 8 employees.

Where is Fountainhead Am, LLC located?

Fountainhead Am, LLC is based in Warren, NJ and has been SEC-registered since 2017.

Does Fountainhead Am, LLC disclose fund performance?

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

Contact & registration

Address10 Independence Blvd, 8th Floor, Warren, NJ 07059
Phone917-403-2622
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$964.5M
Non-discretionary$0
Total (RAUM)$964.5M