LEL Investment LLC

Overview

LEL Investment LLC is a small, privately held investment advisory organized as an LLC that provides portfolio management to individuals and small businesses. The firm reports an owner-operated structure and serves individual and family clients. Its compensation includes both a percentage-of-assets-under-management fee and performance-based fees. The adviser does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser. Advisory services focus on direct portfolio management rather than institutional strategies or capital allocation on behalf of other managers. Given the presence of performance-based fees and the client base, the firm likely structures bespoke arrangements for a small number of client relationships rather than running pooled public funds.

Assets & Accounts

Public Holdings

Investments & Alternatives