LEH III Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$336M
Discretionary
$336M
100% of AUM
Avg account
$84M
Accounts
4
Employees
14
Advisory reps
5

Firm details

Headquarters
Englewood, Colorado
CRD number
341093
Registered since
August 11, 2026
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LEH III Management LLC is a limited liability company organized as an alternative fund sponsor and adviser that registered with the SEC in 2026. The firm focuses on institutional clients and provides portfolio management for pooled investment vehicles rather than acting as a broad capital allocator. Its ownership structure is a mix of a domestic entity and an individual, and it serves as an adviser, sponsor, general partner and managing member for private pooled vehicles. Fee arrangements include percentage-of-assets, fixed fees and performance-based components. The firm does not identify as an active ESG investor, and it is not designated as a multi-state adviser, pension consultant or related adviser to another registered entity.

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 4
  • Craig Brede

    Craig Brede

    Managing PartnerCRD 4980759

  • Jordan Revielle

    Jordan Revielle

    Managing PartnerCRD 7853611

  • Jacob Coheley

    Jacob Coheley

    Managing PartnerCRD 7853612

Unlock 1 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