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Jedi Management, Inc.

Jedi Management, Inc.. CRD 128805

Jedi Management, Inc. logo

CRD: 128805

Jedi Management, Inc.

Englewood Cliffs, NJ, 07632
2014820288
www.jedimgt.com
$56.9M Total AUM
$56.9M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Altruist · Pershing
Clients
Retail and Institutional
Platforms
--
Established Date
02-16-2001
Office Locations
1

Office Locations

560 Sylvan Avenue Suite 2175 Englewood Cliffs NJ

About Jedi Management, Inc.

JEDI Management, Inc. is a boutique New Jersey–based RIA providing wealth management plus personal financial, estate, and business planning for individuals, families, businesses, and qualified retirement plan sponsors. Led by Jason Hochstadt, CFP, AIF, the firm designs strategic plans and helps implement them, using asset-allocation and risk-management approaches with public funds such as mutual funds and ETFs. Custody includes Altruist and Pershing.

Team overview

-- AVG AGE
$56.9M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
22.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Vertex atlas Eagle frontier

Custodian

Ridge horizon Foundation

Fund Managers

Glacier ridge

Investment Themes

Legacy Eagle fusion

Investment Vehicles

Focus Eagle

Services

Wave pathway Pioneer pathway Unison alpha Meridian delta Pathway meridian Pathway

Owner & Executives

J

JASON IRA HOCHSTADT

Chief Executive Officer

CRD
#4719903
Ownership
75% or more
(765) 752-5835
vital.bridge@summitcapital.com
in linkedin.com/in/bridge-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $56,885,494 --
Non-Discretionary $0 --
Total $56,885,494 --

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Separately Managed Accounts

Total SMA Asset: $56,885,494

$56.9M Total SMA
Public Funds:
42.9%
Cash:
33.6%
U.S. Government/Agency:
23.5%
Asset class Assets Assets %
Public Funds $1,491,650,634 42.9%
Cash $1,168,285,811 33.6%
U.S. Government/Agency $817,104,660 23.5%
Total $3,477,041,105 100.0%

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