Van Cleef Asset Management Inc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 226
- Avg AUM / client
- $5.3M
- Accounts
- 226
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 79 | $38.4M | 3.17% |
| High net worth individuals | 146 | $1.2B | 96.8% |
| Charitable organizations | 1 | $365K | 0.03% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martin John Burke | Director | Aug 1993 (33y) | Less than 5% | |
| Martin J Burke | Executive Vice President | Oct 2009 (17y) | 10% – 25% | |
| Geoffrey C Hauck | President/Cio | Dec 2009 (17y) | 50% – 75% | |
| Lino Sergo | Director Of Research | Dec 2010 (16y) | 10% – 25% | |
| Borelli, Michelle, Aileen | Chief Compliance Officer | Dec 2012 (14y) | Less than 5% | |
| William Patrick Gibbons | Registered representative | Jul 2007 (19y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 962 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $945M (78% of AUM) Mar 2026
- Pnc Wealth Management $173M (14% of AUM) Mar 2026
- Pnc Investments Llc $167M (15% of AUM) Mar 2025
- Merrill Lynch $67.8M (13% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗