Key facts
- ALTFEST PERSONAL WEALTH MANAGEMENT is a hedge fund based in NEW YORK, NY.
- ALTFEST PERSONAL WEALTH MANAGEMENT reports $2.2M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 110130- Regulatory AUM
- $2.2M
- Private fund assets
- $12.6M
- Private funds
- 1 · 1 hedge
- Staff
- 42
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as L.J. ALTFEST & CO., INC.).
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Portfolio
Portfolio — not yet on record
No portfolio companies for ALTFEST PERSONAL WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ALTFEST PERSONAL WEALTH MANAGEMENT's AUM?
- ALTFEST PERSONAL WEALTH MANAGEMENT manages approximately $2.2M in assets.