# BLEAKLEY FINANCIAL GROUP, LLC

BLEAKLEY FINANCIAL GROUP, LLC of PARSIPPANY, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 318366
- Type: SEC-registered investment adviser
- SEC file number: 801-123232
- Location: 300 KIMBALL DRIVE, SUITE 310, PARSIPPANY, NJ, 07054
- Phone: (973) 575-4180
- Latest filing: 2026-07-14
- Regulatory AUM: $15.1B
- Discretionary AUM: $14.5B
- Non-discretionary AUM: $669.9M
- Clients: 205
- Accounts: 28,204

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Schwartz David | MEMBER | Newton, MA |
| Patrick Daniel Hayes | CHIEF LEGAL OFFICER | — |
| Samuel B Cari | CHIEF STRATEGY OFFICER | — |
| Michael Ian Axelrod | MEMBER | — |
| Peter David Boockvar | CHIEF INVESTMENT OFFICER | — |
| John David Cooney | MEMBER | — |
| Andy Mark Schwartz | CHIEF EXECUTIVE OFFICER / MEMBER; MANAGER/MEMBER; MEMBER | — |
| Scott David Schwartz | MEMBER | — |
| Vincent John Nauheimer | CHIEF OPERATING OFFICER | — |
| Craig Barry Weiss | CHIEF COMPLIANCE OFFICER | — |
| Joseph John Duran | MEMBER | — |
| Alexei Mostovoi | CHIEF FINANCIAL OFFICER | — |
| Jeremy Robert Groff | CHIEF FINANCIAL OFFICER | — |
| SCHWARTZ MARK | MANAGER/MEMBER; MEMBER | — |
| DURAN JOSEPH JOHN | MEMBER | — |
| WEISS CRAIG BARRY | CHIEF COMPLIANCE OFFICER | — |
| ZACK RICHARD LEWIS | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL; CHIEF RISK OFFICER & GENERAL COUNSEL | — |
| HAYES ZACHARY DANIEL | CHIEF LEGAL OFFICER | — |
| GREEN LESLIE ANN | CHIEF COMPLIANCE OFFICER | — |
| AXELROD MICHAEL IAN | MEMBER | — |
| BOOCKVAR PETER DAVID | CHIEF INVESTMENT OFFICER | — |
| COONEY JOHN DAVID | MEMBER | — |
| FINNEY JOHN REED | MEMBER | — |
| TINNIRELLO PAUL ADAM | CHIEF OPERATING OFFICER | — |
| NAUHEIMER VINCENT JOHN | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318366/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318366/similar
- Related entities: https://search.stillhousedata.com/firm/318366/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318366

---

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.