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Adviser Profile

As of Date 02/23/2026
Registration SEC, Approved, 05/25/2018
ADV Location CHATHAM, NJ, United States
Contact Info 908 xxxxxxx
AUM* 9,860,582,059 1174%
of that, discretionary 9,860,582,059 1174%
Number of Employees 5 -17%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,972,116,412 1428%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- Performance-based fees

Reported AUM

18B 16B 13B 10B 8B 5B 3B
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name MEISEL, TUTEUR & LEWIS, P.C. Filing Date12/23/2025 Form ADV-E View Report
Accounting Firm Name MEISEL, TUTEUR & LEWIS, P.C. Filing Date12/17/2024 Form ADV-E View Report
Accounting Firm Name MEISEL, TUTEUR, AND LEWIS, P.C. Filing Date11/23/2023 Form ADV-E View Report

Brochure Summary