JLENS

CRD 331778 · SEC 801-131261

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$183.3M

Discretionary AUM

$183.3M

Team

5 total employees; 5 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM; DATA LICENSING / SHARE OF ETF PROFITS AFTER EXPENSES

Org form

Corporation

Filing date

2025-10-16

Disciplinary history

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Services

Portfolio management (investment companies)Publication of periodicalsDATA LICENSING AND SHAREHOLDER SERVICES

Client types

Type	Clients	AUM
Investment companies	1	$183.3M
Other investment advisers	2	$0

States served

All web addresses on file

Official SEC filing: View on IAPD