Martin Fleisher, JD PC provides portfolio management for individuals and small businesses.
Martin Fleisher, JD PC reports 12 high-net-worth individuals. Of its assets, 100.0% ($180M across 12 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 12 | $180M | 100.0% | $15M |
| Total | 12 | $180M | 100% | $15M |
- Clients
- 12
- Regulatory AUM
- $180M
- AUM share
- 100.0%
- Avg. per client
- $15M
Total
- Clients
- 12
- Regulatory AUM
- $180M
- AUM share
- 100%
- Avg. per client
- $15M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Martin Fleisher, JD PC charges 0.50% a year for its Portfolio Management. The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000.
Fee details and sources
Martin Fleisher owns 75% or more of Martin Fleisher, JD PC. The leadership team of Martin Fleisher, JD PC includes Chief Compliance Officer Martin Fleisher. It has 1 employee.
Leadership
- Martin FleisherManaging Member & Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Martin Fleisher, JD PC
Martin Fleisher
Control person · since October 2003
Martin Fleisher, JD PC’s regulatory assets grew 6.2× from $29M (June 2022) to $180M (March 2026); clients rose from 9 to 12 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $180M | 12 | 1 | 1 |
| Mar 2025March 2025 | $164M | 12 | 1 | 1 |
| Jun 2024June 2024 | $147M | 24 | 1 | 1 |
| Feb 2023February 2023 | $125M | 12 | 1 | 1 |
| Jun 2022June 2022 | $29M | 9 | 1 | 1 |
Besides its headquarters, Martin Fleisher, JD PC has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Martin Fleisher, JD PC
- Headquarters
- Not reported
- Website
- Not reported
- Phone
- 212-767-7307
- SEC file
- 801-123645
- Structure
- New York corporation
- Fiscal year end
- December
Martin Fleisher, JD PC’s named custodians for separately managed accounts include Vanguard Group ($69.8M, 56%), Charles Schwab ($31.4M, 25%) and E*trade Securities ($14.9M, 12%). Martin Fleisher, JD PC does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $31.4M25%
- E*trade SecuritiesE*trade Securities LLC · Jersey City, NJ · $14.9M12%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $8.78M7%
- Vanguard GroupVanguard Group Inc. · Malvern, PA · $69.8M56%
At year end, Martin Fleisher, JD PC’s separately managed accounts were mostly in funds (59%) and stocks (25%).
What the accounts hold
- Stocks25%
- Funds59%
- Bonds15%
- Cash1%
How many clients does Martin Fleisher, JD PC have?
Martin Fleisher, JD PC has 12 clients and manages $180 million for them, as of March 2026. They include 12 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Martin Fleisher, JD PC offer?
Martin Fleisher, JD PC provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Martin Fleisher, JD PC charge?
Martin Fleisher, JD PC charges 0.50% a year for its Portfolio Management. The fee is billed in arrears, is negotiable and requires an account of at least $2,000,000.
Source: MARTIN FLEISHER JD., P.C. - FORM ADV PART 2A BROCHURE - MARCH 2026, filed 23 March 2026
Which custodians does Martin Fleisher, JD PC use?
Martin Fleisher, JD PC’s separately managed account assets are held at Vanguard Group Inc. (Malvern, PA), with $69.8M, Charles Schwab & Co., Inc. (San Francisco, CA), with $31.4M, E*trade Securities LLC (Jersey City, NJ), with $14.9M and Fidelity Brokerage Services LLC (Smithfield, RI), with $8.78M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Martin Fleisher, JD PC have?
Martin Fleisher, JD PC has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Martin Fleisher, JD PC invest in?
At the end of its last fiscal year, Martin Fleisher, JD PC’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 15% state and local bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Martin Fleisher, JD PC have a minimum investment?
Yes, Martin Fleisher, JD PC’s minimum account size for its Portfolio Management is $2M.
Source: MARTIN FLEISHER JD., P.C. - FORM ADV PART 2A BROCHURE - MARCH 2026, filed 23 March 2026
Who owns Martin Fleisher, JD PC?
Martin Fleisher, JD PC’s direct owner is Martin Fleisher (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Martin Fleisher, JD PC get paid?
Martin Fleisher, JD PC is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Martin Fleisher, JD PC?
Its phone number is 212-767-7307.