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JOSELIT ASSET MANAGEMENT
JOSELIT ASSET MANAGEMENT, LLC
CRD 152625
1363 SHERMER ROAD, SUITE 325, NORTHBROOK, IL, 60062, United States
Phone
312-203-6684
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$67.0M
Discretionary AUM
$67.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $61.5M |
| Pension/profit sharing plans | 2 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD