CEDAR KNOLLS, NJCRD 128962Latest ADV April 2, 2026
Aljen Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cedar Knolls, NJ. Its latest Form ADV filing, dated April 2, 2026, reports $230M in regulatory assets under management, 5 employees, 2 offices, and 1,059 accounts.
Assets Under Management
$230M
Employees
5
Offices
2 offices
Total Clients
456
Primary office
CEDAR KNOLLS, NJ
210 MALAPARDIS ROAD, SUITE 201, CEDAR KNOLLS, NJ, United States
Top client segmentIndividuals represent 66.7% of total clients.
Top client categories% of clientsClients
1
Individuals
66.7%
304
2
HNWI
20.4%
93
3
Pension Plans
11.0%
50
4
Corporations
1.5%
7
5
LLCS
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of April 2, 2026
Discretionary58.9%
$136M
59% of total RAUM58.9%
Non-discretionary41.1%
$95M
41% of total RAUM41.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$230M
Total Accounts1,059
10Y AUM Change+$119M (+106.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee91:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.