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| Fishman Jay A Ltd
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|---|---|
| CRD # | 105609 |
| SEC # | 801-6618 |
| CIK # | 0001006407 |
| AUM | 1,251.2 M (2026-03-30) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 248-740-9400 |
| Address | 901 Wilshire Drive Troy, MI 48084-4108 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001006407 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Alphabet Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Express-1 Expedited Solutions Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| GS Acquisition Holdings Corp | 0.0 | ||
| Blackstone Group LP | 0.0 | ||
| Visa Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Stryker Corp | 0.0 | ||
| Silversun Technologies Inc | 0.0 | ||
| Reddit Inc | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Titan International Inc | 0.0 | ||
| American Express Co | 0.0 | ||
| Arcutis Biotherapeutics Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Constellation Energy Corp | 0.0 | ||
| General Electric Co | 0.0 | ||
| Merck & Co Inc | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| Pfizer Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 39.6 |
| (b) Individuals (high net worth individuals) | 244 | 1,052.7 |
| (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 | 13 | 76.4 |
| (h) Charitable organizations | 5 | 26.7 |
| (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 | 18 | 55.8 |
| (n) Other | 0 | 0.0 |
| Total | 537 | 1,251.2 |
| By Discretionary | ||
| Discretionary | 537 | 1,251.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 537 | 1,251.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 22.2 | |
| United States Persons | 1,229.0 | |
| Total | 537 | 1,251.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001006407] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 537 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Absher Wealth Management LLC
✚
|
NC | 1,260.9 M |
|
Montis Financial LLC
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|
MA | 1,258.9 M |
|
Heritage Capital Advisors LLC
✚
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1,255.6 M | |
|
One Wealth Advisors LLC
✚
|
CA | 1,252.5 M |
|
O'Hagan Group Inc
✚
|
PA | 1,249.7 M |
|
TD Capital Management LLC
✚
|
TN | 1,244.5 M |
|
Gilman Hill Asset Management LLC
✚
|
CT | 1,244.1 M |
|
MT Asset Management LLC
✚
|
NJ | 1,243.8 M |
|
Prometheus Wealth Management Sam
✚
|
1,243.3 M | |
|
Hodges Capital Management Inc
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|
TX | 1,240.2 M |