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FLEISHER, MARTIN

Legal name: MARTIN FLEISHER, JD PC

CRD 319350File 801-123645
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$180.1M
Bottom 25% of cohort (national)
Discretionary AUM
$180.1M
Clients
12
12 accounts
Employees
1

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Mar 18, 2022
Principal office
Not reported
Phone
212-767-7307
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$180.1M
Discretionary AUM
$180.1M
Non-discretionary AUM
$0
Discretionary accounts
12
Non-discretionary accounts
0
Total accounts
12
AUM per client
$15.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals12$180.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026AUM$163,776,601$180,088,308increased by$16,311,707
May 1, 2025
vs Oct 1, 2022
Clients912increased by3
May 1, 2025
vs Oct 1, 2022
AUM$29,010,000$163,776,601increased by$134,766,601
May 1, 2025
vs Oct 1, 2022
Accounts1312decreased by1
Jul 1, 2022RegistrationAPPROVED-120APPROVED
Jul 1, 2022AUM$20,000,000$29,010,000increased by$9,010,000
Jul 1, 2022Accounts413increased by9
May 1, 2022Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “FLEISHER MARTIN” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FLEISHER MARTIN” may also match similarly-named firms). Confirm identity against each filing.

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.