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CRD 106942
MONTVALE, 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 |
|---|---|---|---|---|---|---|
| Israel C. Spiegel | n/a | MONTVALE, NJ | Toms River, NJ | 5 | 18 | n/a | no |
| Zev Katz | n/a | MONTVALE, NJ | 2 | 16 | n/a | no |
| Aron Soifer | n/a | MONTVALE, NJ | 1 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PSI BRANDON CROSSROADS, LLC | Real Estate Fund | $16.9M | Mar 27, 2017 | 83 | Mar 18, 2015 | dropped | n/a |
| PSI MISTY RIDGE, LLC | Real Estate Fund | $6.6M | May 16, 2019 | 60 | Nov 12, 2013 | dropped | n/a |
| PSI HAMPTON ROADS CROSSING, LLC | Real Estate Fund | $5.8M | Mar 18, 2015 | 69 | Mar 22, 2013 | dropped | n/a |
| PSI BOLINGBROOK, LLC | Real Estate Fund | $3.2M | May 16, 2019 | 34 | Mar 18, 2015 | dropped | n/a |
| PSI SAVANNAH HOLDINGS, LLC | Real Estate Fund | $1.6M | Mar 27, 2017 | 21 | Mar 29, 2012 | dropped | n/a |
| PSI TUSCANY HOLDINGS, LLC | Real Estate Fund | $0 | Mar 29, 2012 | 0 | Mar 29, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KIRSHENBAUM, PAUL, S | President | B | yes | 09/1993 | Apr 6, 2026 | Apr 6, 2026 |
| HEDGES, MADELINE, ELAINE | CHIEF COMPLIANCE OFFICER | Na | no | 10/2018 | Apr 6, 2026 | Apr 6, 2026 |
| KATZ, YOCHEVED | Shareholder | A | no | 07/1999 | Apr 6, 2026 | Apr 6, 2026 |
| KIRSHENBAUM, AHARON | VICE PRESIDENT | A | no | 01/1996 | Apr 6, 2026 | Apr 6, 2026 |
| KIRSHENBAUM, CHAIM, ZEV | Shareholder | B | no | 12/1993 | Apr 6, 2026 | Apr 6, 2026 |
| KIRSHENBAUM, DAVID, PINCHAS | Shareholder | A | no | 12/1999 | Apr 6, 2026 | Apr 6, 2026 |
| KIRSHENBAUM, MIRIAM, G | Secretary | A | no | 09/1993 | Apr 6, 2026 | Apr 6, 2026 |
| KIRSHENBAUM, MORDY | Shareholder | A | no | 07/1999 | Apr 6, 2026 | Apr 6, 2026 |
| KIRSHENBAUM, YEHUDAH | Shareholder | A | no | 12/1993 | Apr 6, 2026 | Apr 6, 2026 |
| LIEBSTER, CHAYNA, ANNE | Shareholder | A | no | 01/2016 | Apr 6, 2026 | Apr 6, 2026 |
| MUNK, CHAIM, MORDECHAI | Shareholder | A | no | 09/1993 | Apr 6, 2026 | Apr 6, 2026 |
| NEIMAN, DEANA, NELLIE | Shareholder | A | no | 07/1999 | Apr 6, 2026 | Apr 6, 2026 |
| ORATZ, ELISHEVA | Shareholder | A | no | 12/2020 | Apr 6, 2026 | Apr 6, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BRIGHTSTONE REAL ESTATE PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| 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 | Apr 6, 2026 | $1.0B | $1.0B | 11 | 4 | 2 | n/a | n/a |
| 2024 | Apr 10, 2025 | $861M | $861M | 8 | 4 | 2 | n/a | n/a |
| 2023 | Mar 26, 2024 | $724M | $724M | 8 | 3 | 1 | n/a | n/a |
| 2022 | Mar 10, 2023 | $595M | $595M | 8 | 3 | 1 | n/a | n/a |
| 2021 | Mar 16, 2022 | $745M | $745M | 8 | 3 | 1 | n/a | n/a |
| 2020 | Mar 8, 2021 | $673M | $673M | 8 | 3 | 1 | n/a | n/a |
| 2019 | Mar 26, 2020 | $494M | $494M | 8 | 3 | 1 | n/a | n/a |
| 2018 | Mar 14, 2019 | $407M | $407M | 9 | 3 | 0 | 2 | $9.8M |
| 2017 | Mar 28, 2018 | $468M | $468M | 11 | 3 | 1 | 2 | $9.8M |
| 2016 | Mar 27, 2017 | $398M | $398M | 11 | 3 | n/a | 4 | $28.3M |
| 2015 | Mar 30, 2016 | $377M | $377M | 11 | 3 | n/a | 4 | $28.3M |
| 2014 | Mar 18, 2015 | $412M | $412M | 11 | 3 | n/a | 5 | $28.5M |
| 2013 | Mar 19, 2014 | $406M | $406M | 11 | 3 | n/a | 3 | $14.1M |
| 2012 | Mar 22, 2013 | $335M | $335M | 11 | 3 | n/a | 2 | $7.4M |
| 2011 | Mar 29, 2012 | $311M | $311M | n/a | n/a | n/a | 2 | $1.6M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.0B | $861M | 17.9% | $595M | 19.5% | 11 | 8 | 2 | 2 |