Spirit of America Management Corp
● SEC registered since 1997CRD 110023SEC# 801-54782Syosset, NY
Reg. AUM
$540M
Employees
35
Accounts
21
Location
Syosset, NY
About Spirit of America Management Corp
Spirit of America Management offers a suite of mutual funds spanning energy, municipal bonds, income, utilities, large-cap value, and real estate. It follows investing themes tied to American industries and fixed income for retirement goals.
Summary based on the firm’s website.
Spirit of America Management Corp assets under management
Spirit of America Management Corp is a registered investment adviser overseen by the SEC based in Syosset, NY. The firm has been registered since 1997. It reports $540 million in regulatory assets under management and employs 35 people.
Spirit of America Management Corp owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan P Chodosh | Treasurer | Under 5% | 2003 |
| David Lerner Control | President;director | Over 75% | 1997 |
| Joseph Chalmers Pickard | Chief Compliance Officer | Under 5% | 2007 |
Frequently asked questions
How much does Spirit of America Management Corp manage?
Spirit of America Management Corp reports $540 million in regulatory assets under management on its Form ADV.
How many employees does Spirit of America Management Corp have?
Spirit of America Management Corp reports 35 employees.
Where is Spirit of America Management Corp located?
Spirit of America Management Corp is based in Syosset, NY and has been SEC-registered since 1997.
Does Spirit of America Management Corp disclose fund performance?
Spirit of America Management Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 477 Jericho Turnpike, Syosset, NY 11791-9006 |
| Phone | 516-921-4200 |
| Fax | 516-921-1546 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$540M▼ 8%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,389 advisers
EmployeesTop 16%
More than 84% of 16,799 advisers
Assets under management
$540Mregulatory AUM
Discretionary $540M