Lenox Wealth Management Inc
- Assets, Funds, Holdings
| Lenox Wealth Management Inc
|
| CRD # | 132818 |
| SEC # | 801-63546 |
| CIK # | 0001464332 |
| AUM |
|
| Employees |
13 (77% Investors, 0% Brokers)
|
| Phone | 513-618-7080 |
| Address | 8044 Montgomery Road
Cincinnati, OH 45236 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| Holdings by Sector ($M) |
|
|
| Type |
Form D Funds |
Date |
Sold |
AUM |
| PE |
Lenox Alliance LLC |
[2016-01-04]
|
2.5 M |
2.5 M |
|
Offered $2,550,000 · Filed 2011-09-23 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $50,000 · Duration One year or less · Net Assets $1 - $5,000,000
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
128
|
44.3 |
| (b) Individuals (high net worth individuals) |
146
|
591.8 |
| (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 |
0 |
0.0 |
| (h) Charitable organizations |
0 |
7.5 |
| (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 |
2,060 |
643.6 |
| By Discretionary |
| Discretionary |
2,052 |
640.3 |
| Non-Discretionary |
8 |
3.3 |
| Total |
2,060 |
643.6 |
| By Non-United States Persons |
| Non-United States Persons |
|
1.3 |
| United States Persons |
|
642.3 |
| Total |
2,060 |
643.6 |
| Form D Directors |
Role |
# Filings |
# Firms |
2011 - 2026 |
| Jay Hummel |
Executive Officer |
8 |
3 |
|
| John Lame |
Executive Officer |
5 |
3 |
|
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.7B |
| Clients | 4 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}
{"uid": 217241306, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}
False
325551812