# Jeffrey Joseph Management

Jeffrey Joseph Management is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 329679
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329679

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds

## People

- Jeffrey Joseph — Principal

## 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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- [Martino Capital](https://altss.com/profile/martino-capital-llc)
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Last updated: 2026-07-06T01:24:19.029Z

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