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Spivak Asset Management, LLC

● SEC registered since 2015CRD 125714SEC# 801-81096Avon, CT
Export (members)
Reg. AUM
$392.5M
Employees
1
Accounts
65
Location
Avon, CT

Spivak Asset Management, LLC assets under management

Spivak Asset Management, LLC operates as an SEC-registered investment adviser based in Avon, CT. The firm has been registered since 2015. It reports $392.5 million in regulatory assets under management and employs 1 people.
www.jayspivak.comView on SEC.gov ↗

Spivak Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jay Stuart Spivak ControlManaging Member/Chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Spivak Asset Management, LLC manage?

Spivak Asset Management, LLC reports $392.5 million in regulatory assets under management on its Form ADV.

How many employees does Spivak Asset Management, LLC have?

Spivak Asset Management, LLC reports 1 employees.

Where is Spivak Asset Management, LLC located?

Spivak Asset Management, LLC is based in Avon, CT and has been SEC-registered since 2015.

Does Spivak Asset Management, LLC disclose fund performance?

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

Contact & registration

Address172 West Main Street, Avon, CT 06001
Phone860-676-9756
Fax860-676-2107
Office hours9 a.m. To 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$392.5M
Non-discretionary$0
Total (RAUM)$392.5M