WORK-BENCH MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
289087
Registered since
June 30, 2017

Firm profile

FINTRX

Overview

Work-Bench Management, LLC is a privately owned SEC-registered adviser that operates primarily as a sponsor and general partner of pooled investment vehicles. Since its 2017 registration, the firm has structured and managed a series of private funds with a clear emphasis on venture capital vehicles. It is organized as a limited liability company and reports an owner-type of individual, and it does not identify as a multi-state adviser or an active ESG investor. The firm's operational role centers on serving as GP and managing member for its funds rather than maintaining a traditional advisor–client retail practice. That structure puts capital deployment, fund administration and limited partner servicing at the center of its activity rather than one-to-one wealth management relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Jessica Lin

    Co-Founder & General PartnerCRD 6827191

  • JONATHAN LEHR

    Co-Founder & General PartnerCRD 5796140

Wealth teams

FINTRX

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
915 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth