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Bruderman Asset Management
Bruderman Asset Management is a wealth manager based in Locust Valley, US. It manages approximately $1.3 billion in assets, primarily serving North American...
Bruderman Asset Management
Bruderman Asset Management is a wealth manager based in Locust Valley, US. It manages approximately $1.3 billion in assets, primarily serving North American clients.
General information
Firm type
Bank / Wealth / Trust
Year founded
1999
Location
Region
North America
Country
United States
City
Locust Valley
Corporate office
Locust Valley, NY, United States
Frequently asked questions
What is the relationship between Bruderman Asset Management and the Bruderman broker-dealer?
Bruderman Asset Management is part of a family-controlled financial group that includes a registered broker-dealer. The two entities function as related businesses under common ownership, enabling the asset management arm to access deal flow and distribution capabilities through the affiliated broker-dealer network.
How does Bruderman source investment opportunities?
The firm sources opportunities through its affiliated broker-dealer's corporate relationships and placement network. This structure gives it access to direct equity and debt transactions that flow through the group's broader financial services platform, rather than relying solely on a traditional fund commitment model.
What asset classes does Bruderman Asset Management invest in?
Bruderman invests across public equities, fixed income, and alternative investments. The firm has historically participated in direct equity placements and debt transactions, though it does not publicly disclose a detailed asset allocation breakdown or specific fund structures.
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