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Yoffe Investment Management, LLC

● SEC registered since 2014CRD 173454SEC# 801-80569Lemoyne, PA
Export (members)
Reg. AUM
$149.7M
Employees
1
Accounts
47
Location
Lemoyne, PA

Yoffe Investment Management, LLC assets under management

Yoffe Investment Management, LLC operates as an SEC-registered investment adviser based in Lemoyne, PA. The firm has been registered since 2014. It reports $149.7 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

Yoffe Investment Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey N Yoffe ControlSole Member/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Yoffe Investment Management, LLC manage?

Yoffe Investment Management, LLC reports $149.7 million in regulatory assets under management on its Form ADV.

How many employees does Yoffe Investment Management, LLC have?

Yoffe Investment Management, LLC reports 1 employees.

Where is Yoffe Investment Management, LLC located?

Yoffe Investment Management, LLC is based in Lemoyne, PA and has been SEC-registered since 2014.

Does Yoffe Investment Management, LLC disclose fund performance?

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

Contact & registration

Address2 Lemoyne Drive, Suite 100, Lemoyne, PA 17043
Phone717-343-1120
Fax717-303-5226
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149.7M
Non-discretionary$0
Total (RAUM)$149.7M