J.F. Lehman & Company, Inc. (New York)

Name: J.F. Lehman & Company, Inc.
Address: 110 East 59 Th Street, New York, NY, 10022
Telephone: 212-634-0100

J.F. Lehman & Company, Inc. is a large advisory firm based in New York. It manages $1.47 billion of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of New York and Virginia.

J.F. Lehman & Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J.F. Lehman & Company: assets under management

The assets under management (AUM) of J.F. Lehman & Company, Inc. is $1.47 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.47 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.68 million each.

J.F. Lehman & Company has custody of $857.28 million in cash and securities for 17 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J.F. Lehman & Company, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at J.F. Lehman & Company, Inc.

J.F. Lehman & Company, Inc. is owned by John Francis Lehman. David Rattner joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Francis Lehman	Chief executive officer/owner	1 Oct 1990	50% - 75%	1826464
Barbara Lehman	Owner	1 Oct 1990	50% - 75%	6018589
David Rattner	Chief compliance officer	1 Jan 2012	Other	6018613

Based in New York

The principal office where J.F. Lehman & Company, Inc. performs its advisory services is located at 110 East 59 Th Street, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Arlington, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-634-0100 or by fax 212-634-1155. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at jflpartners.com.