D
$74.0M Total AUM
$74.0M Disc. AUM
-- 3Y CAGR
1 Employees
115 ADV. Clients
15 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- DeltaZenith
- Established Date
- 06-29-2011
- Office Locations
- 1
Office Locations
-- North Brunswick NJ
About Desimone Investments, LLC
DeSimone Investments, LLC is an independent, fee-based RIA in North Brunswick, NJ focused on active portfolio management for individuals’ retirement and taxable brokerage accounts. The firm emphasizes strategic investment planning and diversified portfolio construction, using mutual funds and ETFs where appropriate alongside cash and fixed-income exposures. Custody includes Interactive Brokers.
Team overview
40 AVG AGE
$74.0M AVG AUM / ADVISOR
$643.7K AVG AUM / CLIENT
15.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Momentum momentum
Custodian
Harbor focus Foundation pioneer Capital optima Glacier Element quantum Focus wave Oak peak Vital ridge
Investment Themes
Signal Peak ridge
Investment Vehicles
Pathway
Services
Timber Foundation Crest Focus pathway Legacy Quantum momentum Momentum Zenith
Technology
Ridge Catalyst vector
Owner & Executives
JAMES STANLEY DESIMONE JR
Investment Advisor, President
- CRD
- #5920013
- Ownership
- 75% or more
(226) 965-7112
harbor.alpha@pathwaycapital.com
in linkedin.com/in/foundation-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,025,950 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,025,950 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,025,950
Public Funds:
24.0% Equity - Exchange:
25.3% Cash:
16.3% Derivatives:
34.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $169,994,553 | 24.0% |
| Equity - Exchange | $179,202,591 | 25.3% |
| Cash | $115,454,634 | 16.3% |
| Derivatives | $243,658,860 | 34.4% |
| Total | $708,310,638 | 100.0% |