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 an SEC-registered limited liability company that provides portfolio management for pooled investment vehicles to institutional clients. Registered with the SEC in 2024, the firm acts in roles beyond adviser—serving as sponsor, general partner and managing member of pooled vehicles—and charges both a percentage-of-AUM fee and performance-based fees. The firm is not positioned as an active ESG investor and is not identified as a capital allocator; its regulatory classification is listed as unclassified.

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

    Managing PartnerCRD 7853611

  • SEAN MCCLAREN

    Managing PartnerCRD 7853613

  • 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