Asset ManagerRIA · CRD 125967SEC-Registered

Updated:

Burt Asset Management

Burt Asset Management, Inc. is a private investment entity with no publicly disclosed strategy, principals, or AUM.

Burt Asset Management

Burt Asset Management, Inc. is an SEC-registered investment adviser since 2025. The firm manages approximately $117 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What does Burt Asset Management invest in?

The firm has not publicly disclosed its investment strategy. No regulatory filings or publications identify its asset-class focus, sector preferences, or portfolio holdings.

Who runs Burt Asset Management?

No named principals have been identified through public records or industry directories. The firm does not maintain a public-facing leadership page.

Is Burt Asset Management a single-family office?

The corporate structure and ownership are unconfirmed. The lack of public disclosure is consistent with a private family office or a dormant corporate entity, but this is unverified.

How large is Burt Asset Management by assets?

Assets under management have not been disclosed. No Form ADV, investor report, or press mention provides a credible AUM figure.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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