Steven
Bregman

Horizon Kinetics Asset Management LLC

CRD#2568218
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Steven Bregman is a financial advisor based in New York, New York, working with Horizon Kinetics Asset Management LLC. Steven has previously held a position at Horizon Kinetics LLC. Steven has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Steven is part of Horizon Kinetics Asset Management LLC, which operates out of New York, New York. The firm has 3 offices and 77 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and publication of newsletters. The fee structure at Horizon Kinetics Asset Management LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

470 Park Avenue South 4Th Floor South
New York, NY 10016

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Horizon Kinetics Asset Management LLC Brokerage Details

Total Assets Under Management

$6,503,114,873

NY Average: $7,464,549,021
Total Number of Employees

77

NY Average: 88
Total Number of Accounts

2,030

NY Average: 3,892
Average Account Size

$3,203,505

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Steven Bregman Work History

2011 - Present (14 years)

Horizon Kinetics LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Steven Bregman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Horizon Kinetics Asset Management LLC

Steven Bregman
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started