Bleakley Financial Group, LLC
● SEC registered since 2022CRD 318366SEC# 801-123232Parsippany, NJ
Reg. AUM
$15.13B
Employees
205
Accounts
28,204
Location
Parsippany, NJ
Bleakley Financial Group, LLC assets under management
Bleakley Financial Group, LLC operates as an SEC-registered investment adviser based in Parsippany, NJ. The firm has been registered since 2022. It reports $15.1 billion in regulatory assets under management and employs 205 people.
Bleakley Financial Group, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexei Mostovoi Control | Chief Financial Officer | Under 5% | 2025 |
| Andy Mark Schwartz Control | Chief Executive Officer / Member | Under 5% | 2014 |
| Bleakley Holdings, LLC Control | Managing Member | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Bleakley Financial Group, LLC manage?
Bleakley Financial Group, LLC reports $15.1 billion in regulatory assets under management on its Form ADV.
How many employees does Bleakley Financial Group, LLC have?
Bleakley Financial Group, LLC reports 205 employees.
Where is Bleakley Financial Group, LLC located?
Bleakley Financial Group, LLC is based in Parsippany, NJ and has been SEC-registered since 2022.
Does Bleakley Financial Group, LLC disclose fund performance?
Bleakley Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 Kimball Drive, Suite 310, Parsippany, NJ 07054 |
| Phone | (973) 575-4180 |
| Fax | (973) 494-0056 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$15.13B▲ 65%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$15.13Bregulatory AUM
Discretionary $14.46BNon-discretionary $669.9M