Altfest L J & Co Inc

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Assets, Funds, Holdings

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Altfest L J & Co Inc
CRD #110130
SEC #801-18320
CIK #
AUM $1.2 BB (99% Disc, 100% US)
Employees37 (43% Investors, 0% Brokers)
Phone212-406-0850
Address445 Park Avenue
New York, NY 10022
Source IAPDexternal Websiteexternal Twitterexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
STIP 10.4
MINT 9.8
EEMV 8.1
XHB 7.8
OLP 562.8 5.2
MSFT 865,660.0 5.0
PEP 163,770.0 4.7
ROBO 4.1
AAPL 843,560.0 3.9
BMY 83,100.0 3.7
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Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Altfest Alternative Value Fund I LLC 2014-04-15external
9.5
9.1
View All
Fund Directors # Filings # Firms 2011-2019
Altfest Management LLC 1 1
Altfest Personal Wealth Management Na 1 1
Lewis Altfest 1 1
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0.0
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