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⚲
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| Lehman & Derafelo Financial Resources LLC
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|
|---|---|
| CRD # | 292523 |
| SEC # | 801-113642 |
| CIK # | 0001767952 |
| AUM | $1.1 BB (2023-03-21) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 610-565-2343 |
| Address | 1215 W Baltimore Pike Media, PA 19063 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | LD Opportunity Fund LP | [2023-03-21] | 0.0 | 42.9 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 460 | 116.6 |
| (b) Individuals (high net worth individuals) | 259 | 1,011.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.2 |
| (h) Charitable organizations | 2 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 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 | 2,374 | 1,131.8 |
| By Discretionary | ||
| Discretionary | 2,374 | 1,131.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,374 | 1,131.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,131.8 | |
| Total | 2,374 | 1,131.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767952] |
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|---|---|---|
|
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✚
|
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|
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|
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|
Aegis Capital Corp
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|
Mayflower Financial Advisors LLC
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|
Marble Harbor Investment Counsel LLC
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