Lake Jericho, LLC

Overview

Lake Jericho, LLC is a privately held limited liability company that operates as an independent registered investment adviser and uses qualified custodians for client assets. Ownership is individual, and the firm serves primarily individual and family clients. Services emphasize comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and certain business or institutional clients. Its billing structure is flexible: percentage-of-assets under management, hourly fees, and fixed-fee engagements are all used depending on client needs. The firm does not act as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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Location & Offices