RIA Intel›Advisers›Pennsylvania›LENAPE INVESTMENTS, LLC

LENAPE INVESTMENTS, LLC

Advisory

PA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in PA

#1,111

of 1,528 advisers by AUM

Average account

$2M

across 22 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, PA

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

15 clients

9 high-net-worth

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

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