Federal Data HubSEC Form ADV · JSON · SEC IAPD ↗

J.F. LEHMAN AND COMPANY LLC

dba J.F. LEHMAN AND COMPANY LLC · CRD 292932 · Registered Investment Adviser

Custody via related personManages private funds

J.F. LEHMAN AND COMPANY LLC is a Registered Investment Adviser headquartered in NEW YORK, NY. The firm reports $9,006,926,647 in regulatory assets under management across 26 accounts, and manages 26 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$9,006,926,647
Non-discretionary$0
Total RAUM$9,006,926,647
Accounts26

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 292932. adviserinfo.sec.gov/firm/summary/292932.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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