Joel Isaacson & Co., LLC
● SEC registered since 2009CRD 152450SEC# 801-70880New York, NY
Reg. AUM
$9.32B
Employees
52
Accounts
5,532
Location
New York, NY
Joel Isaacson & Co., LLC assets under management
Joel Isaacson & Co., LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2009. It reports $9.3 billion in regulatory assets under management and employs 52 people.
Joel Isaacson & Co., LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David N Peltz Control | Chief Executive Officer, Partner, And Chief Investment Officer | Under 5% | 2020 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2009 |
| Joel Scott Isaacson Control | Chairman & Partner | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Joel Isaacson & Co., LLC manage?
Joel Isaacson & Co., LLC reports $9.3 billion in regulatory assets under management on its Form ADV.
How many employees does Joel Isaacson & Co., LLC have?
Joel Isaacson & Co., LLC reports 52 employees.
Where is Joel Isaacson & Co., LLC located?
Joel Isaacson & Co., LLC is based in New York, NY and has been SEC-registered since 2009.
Does Joel Isaacson & Co., LLC disclose fund performance?
Joel Isaacson & Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 546 Fifth Avenue, New York, NY 10036 |
| Phone | 212-302-6300 |
| Fax | 212-302-6390 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$9.32B▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$9.32Bregulatory AUM
Discretionary $7.38BNon-discretionary $1.95B