Cherry Hill Mortgage Management, LLC (Farmindale)

Cherry Hill Mortgage Management, LLC is a large advisory firm based in Farmindale. It manages $2.15 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of New Jersey.

Cherry Hill Mortgage Management provides nyse listed real estate finance company. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cherry Hill Mortgage Management: assets under management

The assets under management (AUM) of Cherry Hill Mortgage Management, LLC is $2.15 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 379% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.15 billion each.

Cherry Hill Mortgage Management has custody of $2.15 billion in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

What kind of clients Cherry Hill Mortgage Management serves?

The only and largest group of clients of Cherry Hill Mortgage Management is pooled investment vehicles with 1 clients and $2.15 billion of assets under management. Among the 9 most similar advisory firms, Cherry Hill Mortgage Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.15 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.

Cherry Hill Mortgage Management doesn't advise any private funds.

Careers at Cherry Hill Mortgage Management, LLC

The company employs 15 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Julian Darnelle Evans has served as the Chief Investment Officer since 1 Apr 2016. Jocelyn M Dalkin joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey Barry Lown	President and chief investment officer	1 Nov 2012	Other	4124112
Martin Jeffrey Levine	Chief financial officer, treasurer and secretary	1 Nov 2012	Other	6187691
Stanley Craig Middleman	Sole member	1 Nov 2012	75% - 100%	6188594
Robert Charles Wipperman	Chief compliance officer	1 Nov 2012	Other	6187695
Robert Charles Wipperman	Assistant secretary/assistant treasurer	1 Apr 2014	Other	6187695
Luanne Morris Garvey	Chief compliance officer	1 Apr 2014	Other	1640295
Julian Darnelle Evans	Chief investment officer	1 Apr 2016	Other	2624830
Julian Evans	Chief investment officer	1 Apr 2016	Other	2624830
Chmm Blind Trust	Sole member	1 Oct 2016	75% - 100%	35-7156572
Scott Harris Mustin	Trustee	1 Oct 2016	Other	6729544
Scott H Mustin	Trustee	1 Oct 2016	Other	6729544
Jocelyn M Dalkin	Chief compliance officer	1 Jan 2018	Other	6916088

Based in Farmindale

The principal office where Cherry Hill Mortgage Management, LLC performs its advisory services is located at 1451 Route 34, Farmindale, NJ 07727, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.