JLENS
Firm details
- Headquarters
- New York, New York
- CRD number
- 331778
- Registered since
- November 1, 2024
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPublication of Periodicals
Firm profile
FINTRXOverview
Jlens is a corporation that focuses on providing investment management services primarily to institutional clients. Established in 2024, the firm engages in portfolio management for investment companies and publishes periodicals or newsletters related to investment topics. Jlens does not identify as an active ESG investor, nor does it operate as a multi-state adviser or a pension consultant. The firm operates under a fee structure that includes a percentage of assets under management (AUM) and other fees, reflecting its commitment to aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
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
Owners & executives
2 of 2SHEALYN SULLIVAN
Chief Compliance OfficerCRD 2863867
ERIC MARTIN
COOCRD 7922237
Contacts
3 of 5STEVEN FINEMAN
DirectorCRD 8125317
AARON HOFFNUNG
Managing DirectorCRD 4437135
ROBERT STAVIS
DirectorCRD 1356269
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
- 605 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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