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CONDOR CAPITAL MANAGEMENT, CRD 104920
MARTINSVILLE, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| KENNETH PAUL SCHAPIRO | Chartered Financial Analyst | MARTINSVILLE, NJ | Annandale, NJ | Golden, CO | Minturn, CO | 24 | 38 | 2 | no |
| Tanya Shivdat Walliser | Certified Financial Planner | Mendham, NJ | MARTINSVILLE, NJ | 16 | 18 | n/a | no |
| JEANETTE LUCAS | Certified Financial Planner | MARTINSVILLE, NJ | South River, NJ | 16 | 21 | n/a | no |
| MICHAEL ROBERT WALLISER | n/a | MARTINSVILLE, NJ | Mendham, NJ | 13 | 15 | n/a | no |
| HIREN SHAH | n/a | Piscataway, NJ | MARTINSVILLE, NJ | 13 | 18 | n/a | no |
| JACOB ZACHARY BOYLAN | Certified Financial Planner | Shrewsbury, NJ | MARTINSVILLE, NJ | 8 | 10 | n/a | no |
| Nicholas John Mango | n/a | Bedminster, NJ | MARTINSVILLE, NJ | 8 | 10 | n/a | no |
| DAVID JOSEPH GOLDSTONE | Chartered Financial Analyst | Denver, CO | MARTINSVILLE, NJ | 4 | 15 | 3 | no |
| MICHAEL RANDOLF CUOZZO | Certified Financial Planner | Washington, DC | MARTINSVILLE, NJ | 4 | 18 | 1 | no |
| Kristopher Jones | Chartered Financial Analyst | Lawrenceville, NJ | MARTINSVILLE, NJ | 3 | 10 | n/a | no |
| TIMOTHY DORNAN MORAN | Certified Financial Planner | FLEMINGTON, NJ | MARTINSVILLE, NJ | 2 | 11 | 7 | no |
| Linda B Wang | n/a | Highland Park, NJ | MARTINSVILLE, NJ | 1 | 10 | n/a | no |
| ANDREW Patrick CHRISTIANSEN | n/a | MARTINSVILLE, NJ | Morristown, NJ | 1 | 10 | 2 | no |
| BRENDAN HUGHES | Certified Financial Planner | MARTINSVILLE, NJ | Warren, NJ | 1 | 12 | 5 | no |
| Jonathan Biggs Kliment | n/a | MARTINSVILLE, NJ | Stewartsville, NJ | 1 | 13 | n/a | no |
| Peter Gregory Ostrowski | n/a | MARTINSVILLE, NJ | 0 | 10 | n/a | no |
| EAN JAMES JAFFE | n/a | MARTINSVILLE, NJ | Holmdel, NJ | 0 | 12 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CCM FUND I LLC | Real Estate Fund | $20,000 | Jul 12, 2017 | 45 | Mar 30, 2012 | dropped | 021-116278 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LUCAS, JEANETTE | PARTNER, SENIOR FINANCIAL ADVISOR | Na | yes | 12/2021 | Jul 16, 2026 | Jul 16, 2026 |
| SCHAPIRO, KENNETH, PAUL | CHIEF EXECUTIVE OFFICER COMPLIANCE OFFICER | C | yes | 08/1988 | Jul 16, 2026 | Jul 16, 2026 |
| Walliser, Tanya, Shivdat | PARTNER, SENIOR FINANCIAL ADVISOR | Na | yes | 04/2018 | Jul 16, 2026 | Jul 16, 2026 |
| SCHAPIRO, KENNETH, PAUL | Trustee | D | yes | 11/2009 | Mar 30, 2012 | Dec 4, 2024 |
| WALLISER, MICHAEL, ROBERT | PRESIDENT AND CHIEF COMPLIANCE OFFICER | Na | yes | 09/2013 | Sep 26, 2013 | Dec 4, 2024 |
| CONDOR CAPITAL MANAGEMENT | Shareholder | D | no | 11/2009 | Jul 16, 2026 | Jul 16, 2026 |
| CONDOR CAPITAL MANAGEMENT EMPLOYEE STOCK OPTION PLAN | Shareholder | D | no | 11/2009 | Mar 25, 2014 | Dec 4, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 11, 2026 | $2.2B | $1.8B | 31 | 17 | 16 | n/a | n/a |
| 2024 | Mar 20, 2025 | $2.0B | $1.7B | 27 | 15 | 14 | n/a | n/a |
| 2023 | Mar 20, 2024 | $1.7B | $1.4B | 26 | 14 | 14 | n/a | n/a |
| 2022 | Mar 15, 2023 | $1.4B | $1.2B | 24 | 14 | 14 | n/a | n/a |
| 2021 | Mar 29, 2022 | $1.7B | $1.4B | 22 | 14 | 14 | n/a | n/a |
| 2020 | Mar 19, 2021 | $1.4B | $1.2B | 18 | 18 | 0 | n/a | n/a |
| 2019 | Mar 17, 2020 | $1.2B | $1.0B | 17 | 16 | 1 | n/a | n/a |
| 2018 | Mar 20, 2019 | $961M | $857M | 16 | 11 | 1 | n/a | n/a |
| 2017 | Mar 13, 2018 | $1.0B | $899M | 16 | 11 | 1 | n/a | n/a |
| 2016 | Mar 28, 2017 | $901M | $787M | 16 | 9 | n/a | 1 | $20,000 |
| 2015 | Mar 25, 2016 | $846M | $732M | 16 | 11 | n/a | 1 | $582,043 |
| 2014 | Mar 20, 2015 | $911M | $665M | 16 | 11 | n/a | 1 | $638,750 |
| 2013 | Mar 25, 2014 | $766M | $590M | 16 | 11 | n/a | 1 | $1.2M |
| 2012 | Mar 28, 2013 | $665M | $553M | 16 | 12 | n/a | 1 | $4.2M |
| 2011 | Mar 30, 2012 | $680M | $485M | n/a | n/a | n/a | 1 | $5.5M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 4 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.2B | $2.0B | 9.2% | $1.4B | 15.1% | 31 | 27 | 16 | 14 |