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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-30-1999
- Office Locations
- 1
Office Locations
About Pelican BAY Asset Management, Inc.
Pelican Bay Asset Management is a New York-based value manager building concentrated, income-oriented portfolios with a contrarian bias and a focus on keeping fees low. The firm provides investment portfolios for institutional investors, high-net-worth families, and endowments, designed to complement broader financial planning. Public profile data indicates portfolios are primarily implemented using ETFs, with additional fixed income and cash exposure.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK JOSEPH REISMAN
Advisor, Chief Executive Officer
- CRD
- #2998849
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,288,466 | -- |
| Total | $40,288,466 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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