# JOEL ISAACSON & CO., LLC

JOEL ISAACSON & CO., LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 152450
- Type: SEC-registered investment adviser
- SEC file number: 801-70880
- Location: 546 FIFTH AVENUE, NEW YORK, NY, 10036
- Phone: 212-302-6300
- Latest filing: 2026-03-16
- Regulatory AUM: $9.3B
- Discretionary AUM: $7.4B
- Non-discretionary AUM: $1.9B
- Clients: 52
- Accounts: 5,532

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| MARTIN STEIN | PARTNER; TAX DIRECTOR | GRAND RAPIDS, MI |
| Stanley Lawrence Altmark | PARTNER | — |
| Joel Scott Isaacson | CHAIRMAN & PARTNER | — |
| Lee Steinmetz | PARTNER; TAX DIRECTOR | — |
| Robert Edward Paul | PARTNER | — |
| David N Peltz | CHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICER | — |
| Morgan Elizabeth Tesoriero | CHIEF COMPLIANCE OFFICER | — |
| ISAACSON JOEL SCOTT | CHAIRMAN & PARTNER; CHAIRMAN, PARTNER & CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER (+1 more) | — |
| PROSPERINO JENNIFER LISA | PRINCIPAL | — |
| STEIN MARTIN | PARTNER; TAX DIRECTOR; PRINCIPAL; TAX DIRECTOR | — |
| STEINMETZ LEE | PARTNER; TAX DIRECTOR; PRINCIPAL; TAX DIRECTOR | — |
| PAUL JEROME EDWARD | PARTNER; PRINCIPAL | — |
| ALTMARK STANLEY LAWRENCE | PARTNER AND CHIEF COMPLIANCE OFFICER; PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| WEISS MICHAEL EDWARD | CHIEF OPERATING OFFICER | — |
| FINGLETON THOMAS TIMOTHY | CHIEF OPERATIONS OFFICER | — |
| PELTZ DAVID N | CHIEF EXECUTIVE OFFICER & PARTNER; CHIEF EXECUTIVE OFFICER, PARTNER, AND CHIEF INVESTMENT OFFICER; PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152450/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152450/similar
- Related entities: https://search.stillhousedata.com/firm/152450/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152450

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.