Yoffe Investment Management, LLC
● SEC registered since 2014CRD 173454SEC# 801-80569Lemoyne, PA
Reg. AUM
$174.9M
Employees
1
Accounts
46
Location
Lemoyne, PA
Yoffe Investment Management, LLC assets under management
Yoffe Investment Management, LLC operates as an SEC-registered investment adviser based in Lemoyne, PA. The firm has been registered since 2014. It reports $174.9 million in regulatory assets under management and employs 1 people.
Yoffe Investment Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey N Yoffe Control | Sole Member/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Yoffe Investment Management, LLC manage?
Yoffe Investment Management, LLC reports $174.9 million in regulatory assets under management on its Form ADV.
How many employees does Yoffe Investment Management, LLC have?
Yoffe Investment Management, LLC reports 1 employees.
Where is Yoffe Investment Management, LLC located?
Yoffe Investment Management, LLC is based in Lemoyne, PA and has been SEC-registered since 2014.
Does Yoffe Investment Management, LLC disclose fund performance?
Yoffe Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Lemoyne Drive, Suite 100, Lemoyne, PA 17043 |
| Phone | 717-343-1120 |
| Fax | 717-303-5226 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174.9M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$174.9Mregulatory AUM
Discretionary $174.9M