Erez Asset Management, LLC
Erez Asset Management, LLC is an SEC-registered asset manager in New Rochelle, NY with $84.3M assets under management (AUM, regulatory AUM), +180% over one year. See who owns Erez Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332027, SEC 801-132310, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $84.3M (2026-03-30)
- Firm type
- Asset Manager
- Location
- New Rochelle, NY
- Employees
- 2
- Clients
- 3
- CRD
- 332027
- Ownership
- SCHANZER, BRUCE, JORDAN; GRINBERG, GREGORY; GUARINO, PETER, ROSERIO
How much AUM does Erez Asset Management, LLC have?
Erez Asset Management, LLC reported $84.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Erez Asset Management, LLC?
Disclosed owners and executives of Erez Asset Management, LLC include SCHANZER, BRUCE, JORDAN, GRINBERG, GREGORY, GUARINO, PETER, ROSERIO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.