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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Jlens
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| CRD # | 331778 |
| SEC # | 801-131261 |
| CIK # | |
| AUM | $162.2 M (2025-06-26) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 212-885-7870 |
| Address | 605 Third Avenue New York, NY 10158 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 162.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 162.2 |
| By Discretionary | ||
| Discretionary | 1 | 162.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 162.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.2 | |
| Total | 1 | 162.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
First Financial Coaching Inc
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|
MI | 0.3 |
|
Navigate 401K LLC
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|
AL | 0.3 |
|
STF Management LP
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|
TX | 0.2 |
|
Genesia Investments LLC
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|
0.2 | |
|
Allied Asset Advisors Inc
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|
IL | 0.2 |
|
Dynamic Wealth Group LLC
✚
|
0.1 | |
|
Chadler Investment Advisory Solutions LLC
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|
NJ | 0.1 |
|
Marketdesk Indices LLC
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|
MO | 0.1 |
|
2Xideas US Inc
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|
NY | 0.1 |
|
Spear Advisors LLC
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|
NY | 0.1 |