Joshua Kaplan Marans

Employer firm

First Manhattan Co. LLC CRD 325281

$38.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → Present
  First Manhattan Co.
  New York, NY

Other Businesses

My Bundle LLC ---mybundle.tv Finds the right streaming services for customers Limited Partner 1-2 hours per month devoted to business, 0 hours during trading hours no compensation

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-08-27

Designations

• Chartered Financial Analyst

Other Names

• Joshua Kaplan-Marans