Skip to content

Joseph Edelman

Chief Executive Officer and Portfolio Manager at Perceptive Advisors

No current registration reported

Joseph Edelman is Chief Executive Officer and Portfolio Manager of Perceptive Advisors LLC., a New York investment adviser managing $11.8B. Joseph Edelman has passed the Series 7, Series 63 and Series 55.

3
Licensing exams

From the IAPD record · data retrieved 17 October 2026 · page updated 20 October 2026SEC record

Career

Joseph Edelman has been Chief Executive Officer and Portfolio Manager of Perceptive Advisors since December 2000. Joseph Edelman is a control person of the firm and directly owns 75% or more of it. Joseph Edelman holds a B.A. in Psychology from the University of California from San Diego and an M.B.A. from New York University Stern School of Business.

Perceptive Advisors LLC. is a New York, NY firm with $11.8B under management, 26 clients and 28 advisers across 5 offices, as of its July 2026 filing.

Joseph Edelman founded Perceptive Advisors and serves as its chief executive officer.

No adviser firm registrations are on Joseph Edelman’s record.

Credentials and registrations

Examinations

Series 558 June 2000
Name
Limited Representative-Equity Trader Exam
Series 6318 June 1993
Name
Uniform Securities Agent State Law Examination
Series 721 August 1992
Name
General Securities Representative Examination

Individual record

Full name
Joseph Eric Edelman
CRD
2115413

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Joseph Edelman work?

Joseph Edelman has been Chief Executive Officer and Portfolio Manager of Perceptive Advisors LLC. since December 2000, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 July 2026

Does Joseph Edelman have a current investment-adviser registration?

Joseph Edelman has no current investment-adviser registration reported.

Source: IAPD individual record, checked 17 October 2026

What exams has Joseph Edelman passed?

Joseph Edelman has passed 3 licensing exams: the Series 7, Series 63 and Series 55. The earliest, the Series 7, was passed in August 1992.

Source: IAPD individual record, checked 17 October 2026

Leadership at Perceptive Advisors

Sources

  1. IAPD individual record, CRD 2115413. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Perceptive Advisors LLC., filed 13 July 2026. Title, control and ownership bands.
  3. Perceptive Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction