Lenox Wealth Management Inc

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Assets, Funds, Holdings

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Lenox Wealth Management Inc
CRD #132818
SEC #801-63546
CIK #0001464332
AUM$541.2 MM
Employees13
Phone513-618-7080
Address8044 Montgomery Road Suite 170
Cincinnati, OH 45236
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
PG 249,110.0 43.7
MINT 11.4
IGSB 9.1
GOVT 8.0
GLD 6.3
IAU 6.3
NVO 118,870.0 5.8
SAP 128,580.0 5.4
TSM 200,390.0 5.0
WPP 14,180.0 4.8
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Holdings by Sector ($BB)
Private Fund Fund Form D AUM ($MM)
Lenox HPE LLC PE 2015-12-29external 14.8
Lenox Alliance LLC PE 2011-09-09external 2.5
Lenox Blue CHIP LLC PE 2011-05-17external 1.7
Lenox PE Fund I LLC PE 2011-05-16external 1.6
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Related Persons # Filings
John Lame 5
Jay Hummel 4