Lens Investments

Overview

Lens Investments is an SEC-registered limited liability company formed in 2015 that provides portfolio management and educational services. The firm operates with an owner who is an individual and bills clients through a mix of percentage-of-AUM, hourly and fixed fees. Its advisory work includes portfolio management for businesses or institutions and delivering seminars or workshops. Lens does not identify as an active ESG investor and is not classified as a pension consultant or a multi-state adviser on its filing. Investment activity is focused on publicly traded equities held in a single, custodied account, and the adviser also allocates to outside managers for alternative strategies. The firm reports operating on a non-discretionary basis, which suggests it typically executes strategies in coordination with the account holder rather than exercising full trading authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices