Lenox Wealth Management Inc

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Assets, Funds, Holdings

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CAFR Data
Lenox Wealth Management Inc
CRD #132818
SEC #801-63546
CIK #
AUM $541.2 MM (99% Disc, 100% US)
Employees13 (69% Investors, 0% Brokers)
Phone513-618-7080
Address8044 Montgomery Road
Cincinnati, OH 45236
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
71557242928614302003200820142020
Sector Holding Cap ($MM) Value ($MM)
PG249,110.047.4
IEI10.2
IAU8.7
SHY7.1
KSU11,570.06.9
SHYG6.7
GLD5.4
SAP128,580.05.2
HDB96,400.04.8
GRFS13,070.04.3
View All
Holdings by Sector ($)
0.30.20.20.10.10.02013201520172020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Lenox HPE LLC [2015-12-29] 21.2 14.8
PE Lenox Alliance LLC [2011-09-09] 2.5 2.5
PE Lenox Blue Chip LLC [2011-05-17] 8.8 1.7
PE Lenox PE Fund I LLC [2011-05-16] 11.2 1.6
View All
Fund Directors # Filings # Firms 2011 - 2020
John Lame 4 1
Jay Hummel 3 1
Comparable Firms State AUM ($BB)
Cypress Point Wealth Management LLC
TX 0.7
Agili PC
VA 0.6
Avitas Wealth Management LLC
CA 0.6
Ferris Capital LLC
MA 0.6
Briaud Financial Planning Inc
TX 0.5
John D Dovich & Associates LLC
OH 0.5
Aegis Capital Corp
NY 0.5
Berkeley Capital Partners LLC
GA 0.5
Northpointe Capital LLC
MI 0.5
J P Turner & Company Capital Management LLC
GA 0.5
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