Bleakley Financial is an investment advisor in Fairfield with $7.45 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
472523848
SEC advisor number
801-123232
FINRA CRD number
318366
AUM ?
$7.45 bn
(as of 7 Jun 23)
Accounts
20,633
(as of 7 Jun 23)
Employees
165
(159 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Axelrod, Michael, Ian | Member | 04/2020 | 5-10% |
Boockvar, Peter, David | Chief Investment Officer | 01/2018 | < 5% |
Cooney, John, David | Member | 11/2014 | 10-25% |
Schwartz, Andy, Mark | Member | 11/2014 | 25-50% |
Schwartz, Scott, David | Member | 11/2014 | 10-25% |
Tinnirello, Paul, Adam | Chief Operating Officer | 12/2014 | < 5% |
Zack, Richard, Lewis | Chief Compliance Officer & General Counsel | 11/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23