Private Market View

BRUDERMAN PRIVATE WEALTH

Other · LOCUST VALLEY, NY

AUM
$3.1M
Portfolio companies
Recorded deals
Last investment

Key facts

  • BRUDERMAN PRIVATE WEALTH is a other based in LOCUST VALLEY, NY.
  • BRUDERMAN PRIVATE WEALTH reports $3.1M in regulatory assets under management, per its SEC Form ADV (2026-02).

Registered with the SEC

Form ADV · 2026-02 · CRD 323195
Regulatory AUM
$3.1M
Private fund assets
Private funds
Staff
5
Registered office
LOCUST VALLEY, NY
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as J.M. BRUDERMAN & COMPANY, LLC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for BRUDERMAN PRIVATE WEALTH are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is BRUDERMAN PRIVATE WEALTH's AUM?
BRUDERMAN PRIVATE WEALTH manages approximately $3.1M in assets.