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Fountainhead Capital Management, LLC

CRD 156185SEC# 801-79472Warren, NJ
Export (members)
No longer SEC-registered. Fountainhead Capital Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.02B
Employees
28
Accounts
3,733
Location
Warren, NJ

Fountainhead Capital Management, LLC assets under management

Fountainhead Capital Management, LLC is an investment advisory firm registered with the SEC based in Warren, NJ. It reports $1 billion in regulatory assets under management and employs 28 people.

Fountainhead Capital Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Joseph Halpern ControlMember, Chief Investment Officer And Chief Compliance Officer10-25%2018
Keri Robyn Kutakoff ControlChief Operating OfficerUnder 5%2023
Marc Bruce Rock ControlMember And Managing Partner25-50%2011
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Frequently asked questions

How much does Fountainhead Capital Management, LLC manage?

Fountainhead Capital Management, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Fountainhead Capital Management, LLC have?

Fountainhead Capital Management, LLC reports 28 employees.

Where is Fountainhead Capital Management, LLC located?

Fountainhead Capital Management, LLC is based in Warren, NJ.

Does Fountainhead Capital Management, LLC disclose fund performance?

Fountainhead Capital Management, 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, Suite 120, Warren, NJ 07059
Office hours9:00 a.m. To 5:00 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary$927.1M
Non-discretionary$92.9M
Total (RAUM)$1.02B