Erez Asset Management, LLC
● SEC registered since 2025CRD 332027SEC# 801-132310New Rochelle, NY
Ranks #5,764 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$84.3M
Fund GAV
$64.7M
Private funds
1
Employees
2
Accounts
3
Location
New Rochelle, NY
Erez Asset Management, LLC assets under management
Erez Asset Management, LLC is a registered investment adviser overseen by the SEC based in New Rochelle, NY. The firm has been registered since 2025. It reports $84.3 million in regulatory assets under management and employs 2 people. Erez Asset Management, LLC manages 1 private fund with combined gross assets of $64.7 million, including Erez REIT Opportunities LP. By regulatory assets, it ranks 5,764 of 6,004 private fund managers.
Erez Asset Management, LLC private funds
1 funds · $64.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Erez REIT Opportunities LP | Hedge | $64.7M | $100K |
Erez Asset Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Jordan Schanzer Control | Chief Executive Officer | Over 75% | 2024 |
| Gregory Grinberg Control | Chief Operating Officer And Chief Financial Officer | Under 5% | 2024 |
| Peter Roserio Guarino | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Erez Asset Management, LLC manage?
Erez Asset Management, LLC reports $84.3 million in regulatory assets under management on its Form ADV.
How many private funds does Erez Asset Management, LLC manage?
Erez Asset Management, LLC manages 1 private funds with combined gross assets of $64.7 million.
How many employees does Erez Asset Management, LLC have?
Erez Asset Management, LLC reports 2 employees.
Where is Erez Asset Management, LLC located?
Erez Asset Management, LLC is based in New Rochelle, NY and has been SEC-registered since 2025.
Does Erez Asset Management, LLC disclose fund performance?
Erez Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 270 North Ave, Ste 404, New Rochelle, NY 10801-5124 |
| Phone | 917-455-9764 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$84.3M▲ 180%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
AUM vs fund managersTop 96%
Larger than 4% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$84.3Mregulatory AUM
Discretionary $84.3M