Joel Isaacson & Co. is an investment advisor in New York with $6.75 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271207072
SEC advisor number
801-70880
FINRA CRD number
152450
AUM ?
$6.75 bn
(as of 18 Mar 22)
Accounts
4,642
(as of 18 Mar 22)
Employees
50
(19 investment advisory or research)
Address
Joel Isaacson & Co.
546 FIFTH AVENUE
22ND FLOOR
NEW YORK
NY 10036
546 FIFTH AVENUE
22ND FLOOR
NEW YORK
NY 10036
Office hours
Monday - Friday, 8:30 AM TO 5:30 PM
Phone
212-302-6300
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Altmark, Stanley, Lawrence | Partner and Chief Compliance Officer | 11/2009 | < 5% |
Isaacson, Joel, Scott | Chairman, Partner & Chief Investment Officer | 02/2020 | < 5% |
Stein, Martin | Partner; Tax Director | 11/2009 | < 5% |
Steinmetz, Lee | Partner; Tax Director | 11/2009 | < 5% |
Focus Operating, LLC | Member (Manager) | 11/2009 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Paul, Robert, Edward | Partner | 03/2012 | < 5% |
Peltz, David, N | Chief Executive Officer & Partner | 02/2020 | < 5% |
Focus Financial Partners, Inc. | Member | 07/2018 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22