WOODMERE ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- RED BANK, New Jersey
- CRD number
- 297212
- Registered since
- September 27, 2022
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2SIMON SHEININ
Managing PartnerCRD 1312955
ELLIOTT SHEININ
Managing PartnerCRD 5671825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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