Dorfman Mizrach & Thaler
Dorfman Mizrach & Thaler is a single-family office headquartered in Iselin. The firm provides comprehensive financial oversight and administrative solutions for high-net-worth individuals and families, with a focus on accounting, tax planning, and wealth...
Dorfman Mizrach & Thaler
Dorfman Mizrach & Thaler is a single-family office headquartered in Iselin. The firm provides comprehensive financial oversight and administrative solutions for high-net-worth individuals and families, with a focus on accounting, tax planning, and wealth management. Leveraging deep expertise in fiduciary services and multi-generational planning, the office supports clients in preserving and growing their assets—enables seamless management of complex financial affairs.
General information
Firm type
Single Family Office
Year founded
1937
AUM
—
Location
Region
North America
Country
—
City
Iselin
Corporate office
555 Route 1 South, Iselin, NJ 08830
Frequently asked questions
What is Dorfman Mizrach & Thaler?
Dorfman Mizrach & Thaler is a single family office headquartered in Iselin.
When was Dorfman Mizrach & Thaler founded?
Dorfman Mizrach & Thaler was founded in 1937.
Where is Dorfman Mizrach & Thaler headquartered?
Dorfman Mizrach & Thaler is headquartered in Iselin, in the North America region.
What does Altss track for Dorfman Mizrach & Thaler?
Altss maintains an OSINT-verified profile of Dorfman Mizrach & Thaler covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Dorfman Mizrach & Thaler's website?
Dorfman Mizrach & Thaler's public website is www.dmtcpas.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Dorfman Mizrach & Thaler?
Dorfman Mizrach & Thaler is classified by Altss as a Single Family Office within the North America region.
How does Altss source intelligence on Dorfman Mizrach & Thaler?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Dorfman Mizrach & Thaler?
Dorfman Mizrach & Thaler's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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