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Formula Investing, LLC (Woodcliff Lake)


Formula Investing, LLC is a large advisory firm based in Woodcliff Lake. It manages $365.72 million of regulatory assets for 1,879 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

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Formula Investing provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Formula Investing: assets under management

The assets under management (AUM) of Formula Investing, LLC is $365.72 million. The firm's AUM has grown by 328% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $363.92 million in discretionary accounts and $1.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $28.13 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Formula Investing, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Joel Michael Greenblatt Owner 1 Aug 2008 25% - 50% 1335618
Robert Lawrence Goldstein Owner 1 Aug 2008 25% - 50% 1701590

Based in Woodcliff Lake

The principal office where Formula Investing, LLC performs its advisory services is located at 50 Tice Blvd., Woodcliff Lake, NJ 07677, 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.

You can reach the main office by calling the phone number 866-326-9008 or by fax 201-505-8985. The normal business hours are 9:00 am - 5:00 pm est on Monday - Friday. You can find more information about the New York firm at www.formulainvesting.com.


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