Investment adviser · CRD 341234

DAVID YOSEF NY LLC

Investment adviser filing (IA)

ALBANY, NY, United States · Form ADV filed Mar 23, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
0
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Business portfolio management

Compensation

Percentage of assets

Principal office

418 BROADWAY, STE R
ALBANY, NY, 12207, United States

CRD 341234

Filing source

Form ADV 2064916 · Mar 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.