Lenape Investments, LLC

Overview

Lenape Investments, LLC is a small, client-focused investment adviser operating as a limited liability company and owned by an individual. The firm provides discretionary portfolio management primarily for individuals, families and small businesses, charging a percentage-of-AUM fee. Its stated allocation preference is equities, implemented largely through separately managed accounts using exchange-traded securities. Lenape is not positioned as an ESG-driven manager, multi-state adviser or pension consultant; its business is concentrated on personalized wealth management rather than institutional capital allocation. Lenape’s investment approach centers on equity exposure as the core of client portfolios, with active use of exchange-traded equities and ETFs to shape market and sector tilts. Where appropriate, the firm supplements equity exposure with third-party alternative managers across hedge funds, real estate and commodities, and uses mutual funds for some exposures that are less practical to manage in SMA format.

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