JOEL ISAACSON & Overview
Joel Isaacson & Company . Llc is an investment advisor that manages 2.9 BN dollars in regulatory AUM and has 40 employees, of which 17 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 48% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 1BN in positions, representing 48% of the manager's regulatory AUM.
JOEL ISAACSON & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JOEL ISAACSON & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SDY | 20.28% | ETF | -0.14% | -0.72% | 5 | 6% | ||
| VIG | 11.01% | ETF | 1.89% | -0.2% | 1 | 13% | ||
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FEATURED IN
JOEL ISAACSON & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Stanley L. Altmark | Principal And Chief Compliance Officer | November-2009 |
| Joel S. Isaacson | Principal, Chief Executive Officer And Chief Investment Officer | November-2009 |
| Martin Stein | Principal; Tax Director | November-2009 |
| Lee Steinmetz | Principal; Tax Director | November-2009 |
| Robert E. Paul | Principal | March-2012 |
| David N. Peltz | Principal | March-2012 |
| Michael E. Weiss | Chief Operating Officer | April-2013 |
JOEL ISAACSON & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JOEL ISAACSON & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
JIC provides advice on a discretionary and non-discretionary basis, and most typically,
the advice involves mutual fund and ETF investments, but other types of investments and strategies may be implemented based on the client’s needs. Investment strategies are primarily long-term in scope. Recommendations for the short-term are generally limited to cash equivalents and money market funds, and trading is not employed as a strategy other than for tax harvesting or other cash raising activities as may be appropriate.
JIC may provide investment advice regarding private investment funds. JIC may recommend that certain qualified clients consider an investment in a private investment fund. JIC’s role relative to the private investment funds shall be limited to i...
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Methods of Analysis and Investment Strategies
JIC provides advice on a discretionary and non-discretionary basis, and most typically,
the advice involves mutual fund and ETF investments, but other types of investments and strategies may be implemented based on the client’s needs. Investment strategies are primarily long-term in scope. Recommendations for the short-term are generally limited to cash equivalents and money market funds, and trading is not employed as a strategy other than for tax harvesting or other cash raising activities as may be appropriate.
JIC may provide investment advice regarding private investment funds. JIC may recommend that certain qualified clients consider an investment in a private investment fund. JIC’s role relative to the private investment funds shall be limited to i...
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JOEL ISAACSON & Portfolio Concentration
JOEL ISAACSON & Location
546 FIFTH AVENUE
NEW YORK, New York
UNITED STATES, 10036
NEW YORK, New York
UNITED STATES, 10036
JOEL ISAACSON & Contact Information
Phone Number: 212-302-6300
Fax Number: 212-302-6390
Website: http://www.joelisaacson.com
Fax Number: 212-302-6390
Website: http://www.joelisaacson.com
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Disclaimer
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