Joseph Halpern
Member, Chief Investment Officer And Chief Compliance OfficerFountainhead Capital Management, LLCCRD 4637169
About Joseph Halpern
Joseph Halpern is listed as Member, Chief Investment Officer And Chief Compliance Officer at Fountainhead Capital Management, LLC in Warren, NJ. Form ADV reports a beneficial ownership band of 10-25%. Joseph Halpern is associated with 5 registered advisers.
Reported ownership
Owns 10-25% of Fountainhead Capital Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joseph Halpern work?
Joseph Halpern is listed as Member, Chief Investment Officer And Chief Compliance Officer at Fountainhead Capital Management, LLC on SEC Form ADV.
How much of Fountainhead Capital Management, LLC does Joseph Halpern own?
Form ADV reports a beneficial ownership band of 10-25%.
Fountainhead Capital Management, LLC
| Title | Member, Chief Investment Officer And Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2018 |
Exceed Advisory LLC
| Title | Manager & Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2013 |
Obsidian Cio LLC
| Title | Elected Manager, Cco |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Willow Run Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |