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Joel Isaacson & Co., LLC

● SEC registered since 2009CRD 152450SEC# 801-70880New York, NY
Export (members)
Reg. AUM
$8.04B
Employees
52
Accounts
5,347
Location
New York, NY

Joel Isaacson & Co., LLC assets under management

Joel Isaacson & Co., LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2009. It reports $8 billion in regulatory assets under management and employs 52 people.

Joel Isaacson & Co., LLC owners & executives

18 reported
NameTitleOwnershipSince
David N Peltz ControlChief Executive Officer, Partner, And Chief Investment OfficerUnder 5%2020
Focus Operating, LLC ControlMember (manager)Over 75%2009
Joel Scott Isaacson ControlChairman & PartnerUnder 5%2020
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Frequently asked questions

How much does Joel Isaacson & Co., LLC manage?

Joel Isaacson & Co., LLC reports $8 billion in regulatory assets under management on its Form ADV.

How many employees does Joel Isaacson & Co., LLC have?

Joel Isaacson & Co., LLC reports 52 employees.

Where is Joel Isaacson & Co., LLC located?

Joel Isaacson & Co., LLC is based in New York, NY and has been SEC-registered since 2009.

Does Joel Isaacson & Co., LLC disclose fund performance?

Joel Isaacson & Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address546 Fifth Avenue, New York, NY 10036
Phone212-302-6300
Fax212-302-6390
Office hours8:30 a.m. To 5:30 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5.62B
Non-discretionary$2.42B
Total (RAUM)$8.04B