RIA Intel›Advisers›New York›J.F. LEHMAN AND COMPANY LLC

J.F. LEHMAN AND COMPANY LLC

Fund Manager

N·NEW YORK, NY

Data as of Jan 21, 2026 · Source: SEC Form ADV

Total AUM

$8.0B

1-Year AUM Growth

+28.1%

3-Year CAGR

+39.9%

Employees

39

Assets Under Management

Total AUM$8.0B

Discretionary AUM$8.0B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees39

Investment Advisers48

Employee Growth (1Y)+10.3%

Private Funds

Number of Private Funds23

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record11

First FilingFeb 28, 2018

Latest FilingJan 21, 2026

🔒 Full AUM trend chart and 11 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on J.F. LEHMAN AND COMPANY LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.