JOSEPH SASSOON INVESTMENT MANAGEMENT LLC
Legal name: JOSEPH SASSOON GROUP LLC
CRD #322215 SEC #802-126062 NEW YORK, NY (212) 918-4582
State Registered Exempt Reporting Private Funds
Total AUM
$100M
Discretionary
$100M
Employees
7
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 9, 2022
- Branch Offices
- 0
- LEI
- FR9AFL.99999.SL.840
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, JULIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COREY, DANIEL, A | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COREY, DANIEL, A | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COREY, DANIEL, A | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| COREY, DANIEL, A | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COREY, DANIEL, A | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COREY, DANIEL, A | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COREY, DANIEL, A | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COREY, DANIEL, A | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KRONMILLER, THEODORE, GEORGE BURTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PYTLIK, YVONNE, I | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PYTLIK, YVONNE, I | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PYTLIK, YVONNE, I | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Sassoon, David, Solomon | I | EXECUTIVE CHAIRMAN | NA | Control |
| Sassoon, David, Solomon | I | EXECUTIVE CHAIRMAN | NA | Control |
| Sassoon, David, Solomon | I | CHAIRMAN | NA | Control |
| Sassoon, David, Solomon | I | EXECUTIVE CHAIRMAN | NA | Control |
| Sassoon, David, Solomon | I | EXECUTIVE CHAIRMAN | NA | Control |
| Sassoon, David, Solomon | I | EXECUTIVE CHAIRMAN | NA | Control |
| Sassoon, David, Solomon | I | EXECUTIVE CHAIRMAN | NA | Control |
| Sassoon, David, Solomon | I | EXECUTIVE CHAIRMAN | NA | Control |
| ALEPH HOLDING I, LLC | DE | MEMBER | E | Control |
| ALEPH HOLDING I, LLC | DE | MEMBER | E | Control |
| ALEPH HOLDING I, LLC | DE | MEMBER | E | Control |
| ALEPH HOLDING I, LLC | DE | MEMBER | E | Control |
| ALEPH HOLDING I, LLC | DE | MEMBER | E | Control |
| ALEPH HOLDING I, LLC | DE | MEMBER | E | Control |
| ALEPH HOLDING I, LLC | DE | MEMBER | E | Control |
| ALEPH HOLDING I, LLC | DE | MEMBER | E | Control |
| J. SASSOON FINANCIAL GROUP | DE | MEMBER | E | Control |
| Sassoon, David, Solomon | I | EXECUTIVE CHAIRMAN | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LERNER, PAUL | I | THE SASSOON FAMILY CONTINUATION TRUST | F | Control |
| LERNER, PAUL | I | THE SASSOON FAMILY CONTINUATION TRUST | F | Control |
| LERNER, PAUL | I | THE SASSOON FAMILY CONTINUATION TRUST | F | Control |
| LERNER, PAUL | I | THE SASSOON FAMILY CONTINUATION TRUST | F | Control |
| LERNER, PAUL | I | THE SASSOON FAMILY CONTINUATION TRUST | F | Control |
| LERNER, PAUL | I | THE SASSOON FAMILY CONTINUATION TRUST | F | Control |
| LERNER, PAUL | I | THE SASSOON FAMILY CONTINUATION TRUST | F | Control |
| LERNER, PAUL | I | THE SASSOON FAMILY CONTINUATION TRUST | F | Control |
| ALEPH HOLDING I, LLC | DE | J. SASSOON FINANCIAL GROUP | E | Control |
| THE SASSOON FAMILY CONTINUATION TRUST | FE | ALEPH HOLDING I, LLC | E | Control |
| THE SASSOON FAMILY CONTINUATION TRUST | FE | ALEPH HOLDING I, LLC | E | Control |
| THE SASSOON FAMILY CONTINUATION TRUST | FE | ALEPH HOLDING I, LLC | E | Control |
| THE SASSOON FAMILY CONTINUATION TRUST | FE | ALEPH HOLDING I, LLC | E | Control |
| THE SASSOON FAMILY CONTINUATION TRUST | FE | ALEPH HOLDING I, LLC | E | Control |
| THE SASSOON FAMILY CONTINUATION TRUST | FE | ALEPH HOLDING I, LLC | E | Control |
| THE SASSOON FAMILY CONTINUATION TRUST | FE | ALEPH HOLDING I, LLC | E | Control |
| THE SASSOON FAMILY CONTINUATION TRUST | FE | ALEPH HOLDING I, LLC | E | Control |
| THE SASSOON FAMILY CONTINUATION TRUST | FE | ALEPH HOLDING I, LLC | E | Control |
Registrations
Federal
ERA
Jun 9, 2022 REGISTERED
Notice Filings (1)
NY
Address
48 WALL STREETNEW YORK, NY 10043
United States
Phone: (212) 918-4582