Lebed Asset Management LLC

RIASEC Registered
Total AUM
$24.2M
Discretionary
$24.2M
100% of AUM
Avg account
$1.9M
Accounts
13
Employees
2
Advisory reps
3

Firm details

Headquarters
Boston, Massachusetts
CRD number
125279
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI76.91%
  • Banking / Thrift Institutions23.09%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Lebed Asset Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that provides fee-based portfolio management, primarily for individuals, families and small businesses. The firm charges a percentage-of-assets fee and positions itself around direct portfolio management rather than acting as a capital allocator or pension consultant. Its advisory activity is concentrated on portfolio management for individuals and small business clients. Lebed does not identify as an active ESG investor and is not set up as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 63%, Public Funds/Mutual Funds 36%, Cash & Cash Equivalents 1%63%
  • Exchange Traded Equities63%
  • Public Funds/Mutual Funds36%
  • Cash & Cash Equivalents1%

Contacts

3 of 3
  • Karin Kahn

    Equity MemberCRD 4662245

  • Bradford Williams

    Bradford Williams

    PresidentCRD 4617841

  • Jay Lebed

    Jay Lebed

    PrincipalCRD 4659005

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
6 Beacon St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth