L.J. ALTFEST & CO., INC.

L.J. ALTFEST & CO., INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 110130). Regulatory assets under management: $1.8B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (12)

NameRoleLocation
Lewis Jay AltfestCHIEF EXECUTIVE OFFICER
John Nmn ValentiniCHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER
Andrew Gamer AltfestPRESIDENT
Karen Caplan AltfestEXECUTIVE VICE PRESIDENT CLIENT RELATIONS
ALTFEST LEWIS JAYCHIEF EXECUTIVE OFFICER; PRESIDENT
ASWANI PRAKASHCHIEF COMPLIANCE OFFICER
VALENTINI JOHNCHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS AND CHIEF COMPLIANCE OFFICER
ALTFEST ANDREWEXECUTIVE VICE PRESIDENT; PRESIDENT
ALTFEST KARENEXECUTIVE VICE PRESIDENT CLIENT RELATIONS
VALENTINI JOHN NMNCHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER
ALTFEST ANDREW GAMERPRESIDENT
ALTFEST KAREN CAPLANEXECUTIVE VICE PRESIDENT CLIENT RELATIONS

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
ALTFEST ALTERNATIVE VALUE FUND I, LLCHedge FundDelaware29$12.6M$250K

Branch offices (2)

CityStateEmployeesPhone
MIAMIFL1305-714-3012
MIAMIFL1305-714-3012

Fund service providers (1)

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