LI
Lel Investment Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 306840
· Long Island City, NY
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ADV data as of Apr 02, 2020
- Regulatory AUM
- $100K
- Discretionary
- $100K
- Clients
- 8
- Avg AUM / client
- $12.5K
- Accounts
- 8
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $100K | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2020 | 927 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $100K (100% of AUM) Apr 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2020.
View current Form ADV (SEC/IAPD) ↗