Data / Investment advisers / New Jersey / Reedmark Advisors, LLC
Reedmark Advisors, LLC, Somerville, NJ: $565 million AUM, SEC registered investment adviser
Reedmark Advisors, LLC is an SEC registered investment adviser with its main office in Somerville, New Jersey and reports $565 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include pension and profit sharing plans, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 173760
- SEC file number
- 801-80791
- SEC status
- Approved, effective January 9, 2015
- Main office
- 92 East Main Street Suite 203, Somerville, NJ 08876
- Phone
- (908) 300-5292
- Website
- reedmark.com
- Regulatory AUM
- $564,554,539 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $161,149,960
- Non discretionary AUM
- $403,404,579
- Accounts
- 77
- Employees
- 12, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 36 | $475.3 million |
| High net worth individuals | 28 | $78.1 million |
| Charitable organizations | 2 | $9.1 million |
| Individuals (other than high net worth individuals) | 11 | $2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $564.6 million | March 18, 2026 |
| December 1, 2025 | $396.9 million | March 26, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Amerra Capital Management, LLC | Englewood | $610.4 million | 20 | adviserinfo.sec.gov |
| Jaffa Capital Management LLC | Clifton | $597.2 million | 1 | adviserinfo.sec.gov |
| Virtus Wealth Solutions | Cranford | $594.9 million | Not listed | adviserinfo.sec.gov |
| Manteio Scalable Technologies LLC | Jersey City | $582.5 million | Not listed | adviserinfo.sec.gov |
| Able Wealth Management LLC | Toms River | $579.5 million | 1 | adviserinfo.sec.gov |
| Dumont & Blake Investment Advisors LLC | Princeton | $562.3 million | Not listed | adviserinfo.sec.gov |
| Bulldog Investors, LLP | Saddle Brook | $561 million | Not listed | adviserinfo.sec.gov |
| Pegasus Asset Management Inc | Morristown | $553.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Reedmark Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.