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| Keyboard |
| Aljen Asset Management LLC
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|---|---|
| CRD # | 128962 |
| SEC # | 801-130868 |
| CIK # | |
| AUM | 230.2 M (2026-04-02) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 973-316-1212 |
| Address | 210 Malapardis Road Cedar Knolls, NJ 07927 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 52.5 |
| (b) Individuals (high net worth individuals) | 93 | 111.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 64.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.8 |
| (n) Other | 2 | 1.7 |
| Total | 1,059 | 230.2 |
| By Discretionary | ||
| Discretionary | 481 | 135.5 |
| Non-Discretionary | 578 | 94.7 |
| Total | 1,059 | 230.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.2 | |
| Total | 1,059 | 230.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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AZ | 230.7 M |
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Austerra Wealth Management LLC
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Scratch Capital LLC
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MOS Capital Inc
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Granite Islands Private Wealth LLC
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CT | 229.9 M |
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Lionshead Wealth Management LLC
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|
WLTH Capital Management LLC
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AZ | 229.8 M |
|
Otter Creek Advisors LLC
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229.7 M |