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Jay A. Fishman, Ltd

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Total assets under management

$1,251,193,908

Total clients

501

49% high-net worth

Total advisors

4

of 8 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

125

Average account size

$2,497,393

About

Jay A. Fishman, Ltd. provides fee-based, discretionary portfolio management and investment counseling for high-net-worth individuals, families, corporations and charitable institutions and also works with a limited group of institutional clients, including a sovereign wealth fund, banking and thrift institutions, insurance companies, other investment advisers and state or municipal entities. The firm delivers separately managed portfolios built from individually selected securities and generally does not use packaged model or wrap-fee programs.

The firm’s investment approach emphasizes independent fundamental research and a long-term, conservative philosophy, focusing on mid-to-large-cap growth-at-a-reasonable-price equities and quality fixed income, with portfolios typically concentrated into roughly 20–25 holdings and managed with low turnover. Managers consider tax implications for taxable accounts, coordinate with client advisors when requested, and may, on a non-discretionary basis, recommend investment in unaffiliated private funds as part of broader advice.

Established in 1970, the firm operates with a compact, experienced team that manages just over $1.1 billion in client assets, yielding an AUM per-advisor level (approximately $280 million) that is higher than typical for teams of its size. Its combination of long tenure, persistent focus on separately managed accounts, and recurring relationships with financial-sector and governmental institutional clients is a notable contrast with many peers.

Client services

Portfolio management

Expertise

Wealth management Private / alternative investments Tax-loss harvesting

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually

Other

Account minimum: $1,000,000 Fee-only: Investment advisory fees only; no commissions or other compensation received.

Main office location

Jay A. Fishman, Ltd

901 Wilshire Drive, Suite 555

Troy MI 48084-4108, United States

Number of offices

2

Most active in

Arizona · California · Florida · Illinois · Louisiana · Michigan · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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