J.F. LEHMAN AND COMPANY LLC

RIASEC RegisteredEst. 2018
Total AUM
$9B
Discretionary
$9B
100% of AUM
Avg account
$346M
Accounts
26
Employees
58
Advisory reps
5

Firm details

Headquarters
New York, New York
CRD number
292932
Registered since
March 30, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

J.F. Lehman And Company LLC operates as a private equity manager that advises pooled investment vehicles for institutional clients. The firm functions as sponsor, general partner and managing member on those funds, taking an active role in sourcing, diligencing and overseeing portfolio companies. Fee arrangements combine a percentage-of-assets management fee with performance-based fees, consistent with closed-end private fund economics. The firm identifies itself as an active ESG investor and incorporates those considerations into investment selection and ongoing portfolio governance. Investment activity centers on privately held transactions executed through managed funds rather than retail advisory accounts. As an institutional allocator and operator of pooled vehicles, the firm emphasizes portfolio management for funds where it holds GP responsibilities and is directly involved in value creation and exit planning for underlying companies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 5
  • LOUIS MINTZ

    PartnerCRD 1727642

  • STEPHEN BROOKS

    PartnerCRD 2787246

  • GLENN SHOR

    PartnerCRD 3144360

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
55 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth