Jlens
- Regulatory AUM
- $183M
- Discretionary
- $183M
- Clients
- 3
- Avg AUM / client
- $61.1M
- Accounts
- 1
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 16, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $183M | 100.0% |
| Other investment advisers | 2 | $0 | — |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Martin, Eric, Lawrence | Senior Director | Jan 2023 (4y) | Less than 5% | |
| Hoffnung, Aaron, Michael | Managing Director | Nov 2023 (3y) | Less than 5% | |
| Sullivan, Shealyn, Mcguire | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Leipzig, Deborah, L. | Director | Aug 2024 (2y) | Less than 5% | |
| Neufeld, Adam, M.C. | Director | Aug 2024 (2y) | Less than 5% | |
| Roberson, Susan, Green | Director | Aug 2024 (2y) | Less than 5% |
Undisclosed: 70% – 100% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 10/16/2025 | 963 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
- • Other fees
- • DATA LICENSING / SHARE OF ETF PROFITS AFTER EXPENSES
Services
- • Portfolio management for investment companies
- • Publication of periodicals or newsletters
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 16, 2025.
View current Form ADV (SEC/IAPD) ↗