|
⚲
|
| Keyboard |
| JM Bruderman & Company LLC
✚
|
|
|---|---|
| CRD # | 323195 |
| SEC # | 801-126644 |
| CIK # | |
| AUM | 78.5 M (2026-02-28) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 516-974-7596 |
| Address | 113 Birch Hill Road Locust Valley, NY 11560 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 6.9 |
| (b) Individuals (high net worth individuals) | 22 | 69.6 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 1 | 2.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 78.5 |
| By Discretionary | ||
| Discretionary | 33 | 78.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 33 | 78.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 75.4 | |
| Total | 33 | 78.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (4 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aristotle Credit Partners LLC
✚
|
CA | 81.1 M |
|
Nottingham Wealth Partners Inc
✚
|
NY | 80.5 M |
|
Constellation Asset Management Inc
✚
|
NY | 79.3 M |
|
Pathway Partners Wealth Advisors LLC
✚
|
NY | 78.9 M |
|
St Columbanus AG
✚
|
78.6 M | |
|
Revere Wealth Management LLC
✚
|
NY | 78.3 M |
|
Connective Wealth Partners LLC
✚
|
NY | 77.6 M |
|
Highland Consulting Associates International Inc
✚
|
OH | 76.6 M |
|
Investment Research Corp
✚
|
CO | 76.3 M |
|
Weigel Fiduciary Asset Management
✚
|
76.1 M |
| New Features | |
|---|---|
| Service Providers Listing | Leaderboards of the custodians, auditors, brokers, marketers, and fund sponsors behind private funds — ranked by assets and number of funds, each with its own page and a growth-over-time chart. |
| Latest Form D Offerings by VC, PE & Hedge Funds | The newest private-fund Form D filings — venture capital, private equity, and hedge funds — with how much each is raising, its strategy, and the managers behind it. Filter by period and fund type. |
| Latest Form D Offerings by Companies | Operating-company Regulation D raises (Databricks, Roboflow, and thousands more), ranked by amount raised and filterable by period and industry — the startup side of Form D, kept separate from pooled funds. |
| In the News | Recent headlines gathered for the firms and funds people follow most, shown right on each firm and fund page — here it is live on a major manager's profile. |