Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Ilan Folman-CohenDirector and Investment Policy Committee Member
- ·Watchlist + deal alerts for Joel Isaacson & Company
- ·The full record, as it builds
Funding rounds
No funding rounds for Joel Isaacson & Company are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Joel Isaacson & Company
Provider of wealth management services based in New York, United States. The company's services include investment and cashflow management, estate, insurance, and retirement planning, tax planning and preparation,n and corporate benefit coordination, thereby helping its clients by offering a wide range of services to match their ever-changing lives, covering everything from budgeting to complex estate planning.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 53
- Website
- joelisaacson.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Joel Isaacson & Company doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Joel Isaacson & Company shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Joel Isaacson & Company in its N-PORT filings yet. We sweep new filings monthly.