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JAY A. FISHMAN, LTD
Legal name: FISHMAN JAY A LTD
CRD 105609File 801-6618
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.25B
Above cohort median (national)
Discretionary AUM
$1.25B
Clients
537
537 accounts
Employees
8
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 31, 1970
- Principal office
- 901 WILSHIRE DRIVE, SUITE 555, TROY, MI, 48084-4108
- Phone
- 248-740-9400
- Website
- HTTPS://JAF-LTD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.25B
- Discretionary AUM
- $1.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 537
- Non-discretionary accounts
- 0
- Total accounts
- 537
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $55.8M |
| Charitable organizations | 5 | $26.7M |
| High net worth individuals | 244 | $1.05B |
| Pension and profit sharing plans | 13 | $76.4M |
| Individuals (other than high net worth individuals) | 257 | $39.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.