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Joel Isaacson & Co
Joel S. Isaacson established the firm to serve complex family wealth needs. David Peltz serves as CEO and CIO. The practice centers on long-term oversight...
Joel Isaacson & Co
Joel S. Isaacson established the firm to serve complex family wealth needs. David Peltz serves as CEO and CIO. The practice centers on long-term oversight rather than product distribution. Allocations span hedge funds, private equity commitments, and direct real estate positions. Geographic focus remains North America. The firm holds membership in the National Association of Personal Financial Advisors and the Financial Planning Association. Joel Isaacson & Co maintains its headquarters at 546 Fifth Avenue in New York. It participates in philanthropic efforts including NewYork-Presbyterian Hospital and the Robin Hood Foundation. No material operational changes have been recorded in the past 24 months. Affiliation with Focus Financial Partners and indirect ownership by Stone Point Capital and Clayton, Dubilier & Rice creates a hybrid structure that combines independent advisory with institutional backing.
General information
Firm type
Multi Family Office
Year founded
—
AUM
$8B (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Joel S. Isaacson
Founder and Chairman
David Peltz
Chief Executive Officer and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Joel Isaacson & Co?
David Peltz serves as both CEO and CIO. Joel S. Isaacson remains founder and chairman. Investment choices reflect client mandates rather than a centralized fund.
How is Joel Isaacson & Co structured relative to Focus Financial Partners?
The firm operates as a partner within the Focus network since 2009. Stone Point Capital and Clayton, Dubilier & Rice hold indirect ownership through Focus. Day-to-day client service stays independent.
Does Joel Isaacson & Co commit to external funds or pursue direct investments?
The firm allocates across hedge funds, private equity, and real estate. Specific co-investors or direct holdings are not publicly detailed beyond the asset-class mix.
What professional networks does Joel Isaacson maintain?
Joel S. Isaacson has served on the NAPFA board and as New York chapter chairman of the FPA. He also chaired the Personal Financial Planning Committee of the NYSSCPA.
Where does Joel Isaacson & Co place its philanthropic activity?
Support flows to NewYork-Presbyterian Hospital and the Robin Hood Foundation. No separate family foundation vehicle is disclosed.
Profile maintained by Altss 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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