LEBED ASSET MANAGEMENT LLC

Overview

Lebed Asset Management LLC is a small, owner-operated registered investment adviser that runs discretionary portfolios for individuals, families and a limited number of institutional or small-business clients. The firm charges fees as a percentage of assets under management and emphasizes equity exposure as its primary allocation preference. Its advisory work centers on customized portfolio management for individuals and small businesses rather than broad institutional consulting or pension work. The firm is not positioned as an ESG-focused manager and does not report multi-state adviser status. Given the compact client base and the firm’s legal structure as a limited liability company with an individual owner, portfolio construction appears to favor tailored equity solutions delivered through separately managed accounts and exchange-traded instruments held at a single primary custodian.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices