SourcingSourcing

SAMJO MANAGEMENT, LLC

B52
CRD 326808·SEC 801-128117·NEW YORK, NY
AUM
$308.8M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$926K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAMJO MANAGEMENT, LLC
CRD
326808
SEC file #
801-128117
EIN
000000000
DBA names
—

Economics

AUM
$308.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$347.1M → $308.8M▼ -11%
Client mix
Individuals High Net Worth103
Pension Profit Sharing Plans76
Charitable Organizations6
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DRUCKER, DAVID, J
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DRUCKER, DAVID, J
WIENER, ANDREW, NOLAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001986590
Edgar Registered
Yes
Edgar Filing Count
34
Edgar First Filing Date
2023-07-31
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0000919574-26-003552

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Pershing12
E*trade4
Edgar Addresses
Mailing
880 THIRD AVENUE16TH FLOORNEW YORK, NY 10022
Business
880 THIRD AVENUE16TH FLOORNEW YORK, NY 10022
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-15 · 0000919574-26-003552
13F-HR/A2026-02-17 · 0000919574-26-001176
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5490986
Trust Company Affiliate
No

People (3)

3
DAVID J DRUCKER
Direct Owner · 37.5%
5490986
ANDREW NOLAN WIENER
Direct Owner · 37.5%
2547948
WIENER, ALLYSON, S
Direct Owner · 37.5%
7713149