PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Feldman Jeffrey Mark

● SEC registered since 1999CRD 107956SEC# 801-57098
Export (members)
Reg. AUM
$340.6M
Employees
1
Accounts
320
Location

Feldman Jeffrey Mark assets under management

Feldman Jeffrey Mark is an SEC-registered investment adviser. The firm has been registered since 1999. It reports $340.6 million in regulatory assets under management and employs 1 people.

Feldman Jeffrey Mark owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Mark Feldman ControlChief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Feldman Jeffrey Mark manage?

Feldman Jeffrey Mark reports $340.6 million in regulatory assets under management on its Form ADV.

How many employees does Feldman Jeffrey Mark have?

Feldman Jeffrey Mark reports 1 employees.

Does Feldman Jeffrey Mark disclose fund performance?

Feldman Jeffrey Mark is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone585-442-7580
Fax585-351-2458
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$340.6M▲ 10%
Jan '25 — $309.4MFeb '25 — $309.4MMar '25 — $309.4MApr '25 — $309.4MMay '25 — $309.4MJun '25 — $309.4MJul '25 — $309.4MAug '25 — $309.4MSep '25 — $309.4MOct '25 — $309.4MNov '25 — $309.4MDec '25 — $309.4MJan '26 — $340.6MFeb '26 — $340.6MMar '26 — $340.6MApr '26 — $340.6MMay '26 — $340.6MJun '26 — $340.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$340.6Mregulatory AUM
Discretionary $340.6M