Investment adviser · CRD 331778

JLENS

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Sep 28, 2026

Regulatory AUM
$286M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
5
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies1$286,230,148100.0%
Other investment advisers2$00.0%
Filing source

Form ADV 2135276 · Sep 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 28, 2026. View historical filings

Reported services

Investment company portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

605 THIRD AVENUE
NEW YORK, NY, 10158, United States

CRD 331778

Filing source

Form ADV 2135276 · Sep 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.