WOODMERE ASSET MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RED BANK, New Jersey
CRD number
297212
Registered since
September 27, 2022

Firm profile

FINTRX

Overview

Woodmere Asset Management, LLC is an SEC-registered limited liability company (registered in 2022) that operates as an owner-run adviser. Filings identify the firm as unclassified and indicate it does not act as a capital allocator, is not an active ESG investor, and does not hold multi-state adviser status. The regulatory footprint and activity disclosed point to a compact, fund-focused operation rather than a broad retail or high-volume advisory platform. The firm’s public disclosures show its primary business activity is advisory oversight of a private hedge fund vehicle. With that structure as the focal point, the firm appears oriented toward managing pooled capital from a small, concentrated investor base rather than maintaining a large roster of individual advisory clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • SIMON SHEININ

    Managing PartnerCRD 1312955

  • ELLIOTT SHEININ

    Managing PartnerCRD 5671825

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

RED BANK, NJ

MONMOUTH

Location

RED BANK, NJ

Headquartered in RED BANK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MONMOUTH
Address
60 Broad St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth