LEL INVESTMENT LLC
Firm details
- Headquarters
- LONG ISLAND CITY, New York
- CRD number
- 306840
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lel Investment LLC operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm emphasizes a fee structure that includes a percentage of assets under management and performance-based fees. While it does not actively engage in ESG investing, it is dedicated to managing investments for small businesses and individuals, showcasing a tailored approach to wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities95%
- Derivatives5%
Owners & executives
1 of 1yun chung lee
CEOCRD 6749517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONG ISLAND CITY, NY
QUEENS
Location
LONG ISLAND CITY, NY
Headquartered in LONG ISLAND CITY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- QUEENS
- Address
- 4117 Crescent St
- Time zone
- ET (UTC-5)
- Office locations
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