Key facts
- JOEL ISAACSON & CO., LLC is a other based in NEW YORK, NY.
- JOEL ISAACSON & CO., LLC reports $103.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 152450- Regulatory AUM
- $103.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 52
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for JOEL ISAACSON & CO., LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is JOEL ISAACSON & CO., LLC's AUM?
- JOEL ISAACSON & CO., LLC manages approximately $103.4M in assets.