RIA Intel›Advisers›New Jersey›MORDKOVICH CAPITAL, LLC

MORDKOVICH CAPITAL, LLC

Advisory

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

Average account

$626K

across 41 accounts

AUM per adviser

$26M

1 advisers

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

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

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

26 clients

10 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.

ARMAN JAMES INVESTMENTS LLC

$26M

CHARTER CAPITAL ADVISORS LLC

BEDMINSTER, NJ

$26M

TRUE NORTH FINANCIAL SERVICES, LLC

$26M

CERTIFIED WEALTH MANAGEMENT & INVESTMENT LLC

PRINCETON, NJ

$25M

RUBICON QUANTITATIVE FUND MANAGEMENT LP

PRINCETON, NJ

$26M

GREYTHORNE ADVISORS LLC

$26M

Get the full picture on MORDKOVICH CAPITAL, LLC

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

Create a free account →See plans