Fishman Jay a Ltd
● SEC registered since 1970CRD 105609SEC# 801-6618Troy, MI
Reg. AUM
$1.25B
Employees
8
Accounts
537
Location
Troy, MI
About Fishman Jay a
Jay A. Fishman Ltd. constructs separately managed portfolios reviewed against each client's objectives, risk tolerance, taxes, cash flow, and time horizon. It emphasizes fiduciary alignment in advisory relationships.
Summary based on the firm’s website.
Fishman Jay a Ltd assets under management
Fishman Jay a Ltd is an investment advisory firm registered with the SEC based in Troy, MI. The firm has been registered since 1970. It reports $1.3 billion in regulatory assets under management and employs 8 people.
Fishman Jay a Ltd owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diane Carol Bedenko | Cco | Under 5% | 2019 |
| Jay Allen Fishman Control | Coo/President | Over 75% | 1983 |
Frequently asked questions
How much does Fishman Jay a Ltd manage?
Fishman Jay a Ltd reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Fishman Jay a Ltd have?
Fishman Jay a Ltd reports 8 employees.
Where is Fishman Jay a Ltd located?
Fishman Jay a Ltd is based in Troy, MI and has been SEC-registered since 1970.
Does Fishman Jay a Ltd disclose fund performance?
Fishman Jay a Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 901 Wilshire Drive, Suite 555, Troy, MI 48084-4108 |
| Phone | 248-740-9400 |
| Fax | 248-740-9401 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1006407 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.25B▲ 12%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,369 advisers
EmployeesTop 47%
More than 53% of 16,804 advisers
Assets under management
$1.25Bregulatory AUM
Discretionary $1.25B