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Jeffrey Joseph Management
JEFFREY JOSEPH MANAGEMENT is a state-registered investment adviser in THOUSAND OAKS, CA. The firm manages approximately $99 million in assets.
Overview
JEFFREY JOSEPH MANAGEMENT is a state-registered investment adviser in THOUSAND OAKS, CA. The firm manages approximately $99 million in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Jeffrey Joseph
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Jeffrey Joseph Management?
Jeffrey Joseph, the principal, runs all investment decisions. His background as a senior managing director at Bear Stearns shaped an investing approach rooted in Wall Street risk management and principal investing. The office does not employ an external CIO or investment committee structure known to the public.
What does Jeffrey Joseph Management invest in?
The firm allocates across three broad categories: direct real estate, private credit, and hedge fund commitments. Real estate holdings include commercial and multifamily properties, while credit investments target distressed and special situations. The hedge fund allocation is concentrated among a small number of managers.
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