Altfest L J & Co is a fund manager in New York with $1.56 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
133153733
SEC advisor number
801-18320
FINRA CRD number
110130
AUM ?
$1.56 bn
(as of 5 Aug 22)
Accounts
3,210
(as of 5 Aug 22)
Employees
37
(16 investment advisory or research)
Address
Altfest L J & Co
445 PARK AVENUE
6TH FLOOR
NEW YORK
NY 10022
445 PARK AVENUE
6TH FLOOR
NEW YORK
NY 10022
Office hours
Monday - Friday, 8:30 A.M.-6:00 P.M.
Phone
212-406-0850
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Altfest, Lewis, Jay | Chief Executive Officer | 01/1985 | < 5% |
Valentini, John, NMN | Chief Operations Officer and Chief Compliance Officer | 05/2010 | < 5% |
Altfest, Andrew, Gamer | President | 03/2019 | 10-25% |
Altfest, Karen, Caplan | Executive Vice President Client Relations | 01/1986 | < 5% |
Altfest 2012 Family Trust | Owner | 12/2012 | > 75% |
Altfest, Lewis, Jay | Chief Executive Officer | 12/2012 | > 75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Altfest Personal Wealth Management | $1.56 bn | |
Altfest Alternative Value Fund I, LLC | $11.57 mm | Hedge Fund |
Arden Woods Real Estate, LLC | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21