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EREZ ASSET MANAGEMENT, LLC

NEW ROCHELLE, NY · CRD 332027 · IAPD ↗ · erezassetmgmt.com · 917-455-9764

$84.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — EREZ ASSET MANAGEMENT, LLC reported RAUM up 180% ($30.1M -> $84.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
April 2025 — EREZ ASSET MANAGEMENT, LLC (NEW ROCHELLE, NY) is newly SEC-registered with $30.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.