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Yossef Schoenfeld

CRAWFORD LAKE CAPITAL MANAGEMENT, LLC·LAKEWOOD, New Jersey
Clean recordCRAWFORD LAKE CAPITAL MANAGEMENT, LLC
211 BOULEVARD OF THE AMERICAS, LAKEWOOD, NJ 08701CRD# 6730154Firm CRD# 175132

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Yossef Schoenfeld · LAKEWOOD, NJ
Registration
CRD #6730154 · CRAWFORD LAKE CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Yossef Schoenfeld is a registered financial advisor based in LAKEWOOD, New Jersey, affiliated with CRAWFORD LAKE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CRAWFORD LAKE CAPITAL MANAGEMENT, LLC
CRAWFORD LAKE CAPITAL MANAGEMENT, LLC
AUM
$357M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at CRAWFORD LAKE CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: PERFORMANCE-BASED ALLOCATIONS
Regulatory
SEC/IARD CRD# 6730154
Firm CRD# 175132
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Yossef Schoenfeld offer?
Yossef Schoenfeld specializes in Retirement Planning. Contact their office in LAKEWOOD, New Jersey for a consultation.
What are Yossef Schoenfeld's credentials?
Yossef Schoenfeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yossef Schoenfeld located?
Yossef Schoenfeld is based in LAKEWOOD, New Jersey, working with CRAWFORD LAKE CAPITAL MANAGEMENT, LLC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.
How does Yossef Schoenfeld charge for services?
Yossef Schoenfeld's firm is compensated through percentage of aum, other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRAWFORD LAKE CAPITAL MANAGEMENT, LLC?
CRAWFORD LAKE CAPITAL MANAGEMENT, LLC has approximately 11 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jacob Herzka
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