Investment adviser · CRD 107995
LEHRER MANAGEMENT CO INC
Investment adviser filing (IA)
NEWPORT BEACH, CA, United States · Form ADV filed May 16, 2013
- Regulatory AUM
- $3.41M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: May 16, 2013. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
450 NEWPORT CENTER DR., SUITE 440NEWPORT BEACH, CA, 92660, United States
CRD 107995
Filing source
Form ADV 737911 · May 16, 2013 · 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.