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ALJEN ASSET MANAGEMENT LLC
CRD 128962File 801-130868
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$230.2M
Below cohort median (national)
Discretionary AUM
$135.5M
Non-discretionary $94.7M
Clients
454
1,059 accounts
Employees
5
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 7, 2024
- Principal office
- 210 MALAPARDIS ROAD, SUITE 201, CEDAR KNOLLS, NJ, 07927
- Phone
- 973-316-1212
- Website
- HTTP://WWW.ALJENAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $230.2M
- Discretionary AUM
- $135.5M
- Non-discretionary AUM
- $94.7M
- Discretionary accounts
- 481
- Non-discretionary accounts
- 578
- Total accounts
- 1,059
- AUM per client
- $507K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $789K |
| High net worth individuals | 93 | $111.2M |
| Pension and profit sharing plans | 50 | $64.0M |
| Individuals (other than high net worth individuals) | 304 | $52.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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 17, 2026 | Clients | 456 | 454 |
| 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.