RIA Intel›Advisers›New Jersey›DACEYHOLDEN MANAGEMENT, LLC

DACEYHOLDEN MANAGEMENT, LLC

Advisory

FORT LEE, NJ

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account

$889K

across 25 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

14 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

DURANT FINANCIAL PLANNING LLC

$22M

ALIGN FINANCIAL SOLUTIONS LLC

$22M

STONEBRIDGE CAPITAL MANAGEMENT VI, L.L.C.

PARAMUS, NJ

$22M

+14.3% 1Y

STICKEL, ROBERT, LOUIS

BLOOMSBURY, NJ

$22M

JERSEY SHORE PORTFOLIO MANAGEMENT, LLC

$23M

BALLASTER FINANCIAL LLC

$22M

Get the full picture on DACEYHOLDEN MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DACEYHOLDEN MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans