LAZARD WEALTH MANAGEMENT LLC

LAZARD WEALTH MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 151032). Regulatory assets under management: $111.8M.

Registration

Officers, owners & control persons (8)

NameRoleLocation
SIMON MARC DAVIDCHIEF COMPLIANCE OFFICER
WARD CHARLES GOULDDIRECTOR
PAUL NATHAN ABRAHAMGENERAL COUNSEL
BHUTANI ASHISHDIRECTOR
STERN ALEXANDER FRANZDIRECTOR
SHELLY THADDEUS RUBELCEO & DIRECTOR
COLLAZO ERICCHIEF COMPLIANCE OFFICER
HOTZ LORICHIEF OPERATING OFFICER

Private funds (2)

Hedge Fund: 1 · Other Private Fund: 1

FundTypeFormedOwnersGross asset valueMin investment
LWM PARTNERS OPPORTUNITY MASTER FUND, LTDHedge Fund9$10.1M$100K
LWM GROWTH OPPORTUNITIES MASTER FUND, LTDOther Private Fund8$4.8M$100K

Fund service providers (1)

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