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 09/30/16. The fund's latest filing disclosed 487MM in positions, representing 17% of the manager's regulatory AUM.

JOEL ISAACSON & StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JOEL ISAACSON & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SDY 30.47% ETF 4.04% -0.07% 2 3%
VIG 7.99% ETF 3.4% -0.08% 1 6%
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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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JOEL ISAACSON & Portfolio Concentration

JOEL ISAACSON & Location

546 FIFTH AVENUE
NEW YORK, New York
UNITED STATES, 10036

JOEL ISAACSON & Contact Information

Phone Number: 212-302-6300
Fax Number: 212-302-6390
Website:

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