RIA Intel›Advisers›Massachusetts›LEBED ASSET MANAGEMENT LLC

LEBED ASSET MANAGEMENT LLC

Advisory

BOSTON, MA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in MA

#1,320

of 1,590 advisers by AUM

Average account

$2M

across 13 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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