LEH II Management LLC

RIASEC RegisteredEst. 2024
Total AUM
$93.1M
Discretionary
$93.1M
100% of AUM
Avg account
$93.1M
Accounts
1
Employees
12
Advisory reps
6

Firm details

Headquarters
Englewood, Colorado
CRD number
328785
Registered since
March 1, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LEH II Management LLC is a limited liability company registered with the SEC in 2024 and classified as an institutional registered investment adviser. The firm focuses on portfolio management for pooled investment vehicles and serves institutional clients rather than retail households. Its compensation combines a percentage-of-AUM fee schedule with performance-based fees. LEH II Management LLC also participates on the sponsor/GP side of pooled vehicles, acting as a managing member or adviser to those structures. The firm is not identified as an active ESG investor and is not set up as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Connor Finley

    Chief Compliance OfficerCRD 7861389

Contacts

3 of 5
  • Jordan Revielle

    Jordan Revielle

    Managing PartnerCRD 7853611

  • Sean Mcclaren

    Sean Mcclaren

    Managing PartnerCRD 7853613

  • Craig Brede

    Craig Brede

    Managing PartnerCRD 4980759

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Englewood, CO

Arapahoe

Location

Englewood, CO

Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
3333 S Bannock St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth