Spirit Of America Management Corp
- Regulatory AUM
- $540M
- Discretionary
- $540M
- Clients
- 21
- Avg AUM / client
- $25.7M
- Accounts
- 21
- Employees
- 35
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20 | $5.3M | 0.98% |
| Investment companies | 1 | $535M | 99.0% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lerner, David | President;Director | May 1997 (29y) | 75% or more | |
| Chodosh, Alan, P | Treasurer | Jun 2003 (23y) | Less than 5% | |
| Pickard, Joseph, Chalmers | Chief Compliance Officer | Aug 2007 (19y) | Less than 5% | |
| Jonathan Bruce Hurwitz | Registered representative | Mar 2018 (8y) | ||
| John Maurice Lamont | Registered representative | Mar 2018 (8y) | ||
| Patricia Gowan Klein | Registered representative | Mar 2018 (8y) | ||
| Maxim Tulupnikoff | Registered representative | Mar 2018 (8y) | ||
| Rafael Scott Klein | Registered representative | Mar 2018 (8y) | ||
| Angelo Strazzera | Registered representative | Apr 2018 (8y) | ||
| James Michael Ezegelian | Registered representative | Apr 2018 (8y) | ||
| Sergey V Kovalev | Registered representative | May 2018 (8y) | ||
| Ronald Lewis Morse | Registered representative | May 2018 (8y) | ||
| Ronald Ian Ganz | Registered representative | May 2018 (8y) | ||
| Michael Joseph Norton | Registered representative | Oct 2022 (4y) | ||
| Michal Lacheta | Registered representative | Nov 2022 (4y) | ||
| Peter Stephen Isler | Registered representative | Dec 2022 (4y) | ||
| Nolan Crean | Registered representative | Jan 2024 (3y) | ||
| Charles Christopher Castro | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% 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) | 01/23/2026 | 1.08 MB | 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 investment companies
Custody
Reported custodians
- RBC $5.3M (1% of AUM) Jan 2026
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: Jan 23, 2026.
View current Form ADV (SEC/IAPD) ↗