JOSELIT ASSET MANAGEMENT

JOSELIT ASSET MANAGEMENT of NORTHBROOK, IL is an SEC-registered investment adviser (CRD 152625). Regulatory assets under management: $67.0M.

Registration

• CRD: 152625
• Type: Registered investment adviser
• Location: 1363 SHERMER ROAD, NORTHBROOK, IL, 60062
• Phone: 312-203-6684
• Latest filing: 2026-01-02
• Regulatory AUM: $67.0M
• Discretionary AUM: $67.0M
• Clients: 2
• Accounts: 24

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152625 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search