# Bruderman Asset Management

Bruderman Asset Management is a Bank / Wealth / Trust based in Locust Valley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Locust Valley, United States
- **Region:** North America
- **Address:** Locust Valley, NY, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** bruderman.com
- **LinkedIn:** https://www.linkedin.com/company/bruderman-asset-management

## Regulatory record

- **Reports private funds:** No

## About

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.

## 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.

## Related profiles

- [Brown Wealth Management](https://altss.com/profile/brown-wealth-management)
- [Brunei Investment Agency](https://altss.com/profile/brunei-investment-agency)

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Source record modified: 2026-06-03T20:00:00.000Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://bruderman.com/
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/bruderman-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology