|
⚲
|
| Keyboard |
| LJ Altfest & Co Inc
✚
|
|
|---|---|
| CRD # | 110130 |
| SEC # | 801-18320 |
| CIK # | 0000712050 |
| AUM | 1,798.3 M (2026-03-04) |
| Employees | 42 (45% Investors, 0% Brokers) |
| Phone | 212-406-0850 |
| Address | 445 Park Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 27.3 | ||
| Inflection Point Acquisition Corp II | 17.7 | ||
| Lilly Eli & Co | 10.8 | ||
| Amazon Com Inc | 10.0 | ||
| Nvidia Corp | 9.5 | ||
| Microsoft Corp | 9.3 | ||
| One Liberty Properties Inc | 7.7 | ||
| ZAIS Financial Corp | 6.3 | ||
| SPDR Gold Trust | 6.0 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Arden Woods Real Estate LLC | 2021-03-30 | ||
| HF | Altfest Alternative Value Fund I LLC | [2014-05-09] | 10.9 M | 12.6 M |
| Filed 2025-02-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 119.1 |
| (b) Individuals (high net worth individuals) | 431 | 1,644.2 |
| (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 | 4 | 19.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 14.1 |
| (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 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,139 | 1,798.3 |
| By Discretionary | ||
| Discretionary | 3,139 | 1,798.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,139 | 1,798.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 1,796.1 | |
| Total | 3,139 | 1,798.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Lewis Altfest | Executive Officer | 4 | 2 | |
| Altfest Personal Wealth Management NA | Executive Officer | 1 | 1 | |
| Altfest Personal Wealth Management | Executive Officer | 1 | 1 | |
| Altfest Management LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000712050] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Retail, Research |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brainvest Wealth Management LLC
✚
|
FL | 690.9 M |
|
MRA Advisory Group
✚
|
FL | 361.3 M |
|
Point Windward Advisors Inc
✚
|
NY | 358.6 M |
|
Sterneck Capital Management LLC
✚
|
MO | 327.9 M |
|
Diversified Investment Strategies LLC
✚
|
LA | 199.4 M |
|
Paradigm Advisors LLC
✚
|
TX | 136.1 M |
|
Jim Poe and Associates Inc
✚
|
TX | |
|
Lokken Investment Group LLC
✚
|
DE | |
|
Key Capital Advisors Inc
✚
|
FL | |
|
ACM Investment Advisor LLC
✚
|
TX |