J.F. LEHMAN AND COMPANY LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 292932
- Registered since
- March 30, 2018
- Website
- www.jflpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5LOUIS MINTZ
PartnerCRD 1727642
STEPHEN BROOKS
PartnerCRD 2787246
GLENN SHOR
PartnerCRD 3144360
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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