JLENS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $183.3M |
| Discretionary | $183.3M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $183.3M |
| Employees | 5 |
| Peak AUM | $183.3MSep 2025 |
| AUM CAGR | +44.8% /yrover 1 yrs · 7 filings |
AUM by Client Type
Total AUM
$183M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $183M | — | — | — | — |
| Discretionary AUM | $183M | — | — | ||
Key Metrics
| Total AUM | $183.3M |
| Discretionary | $183.3M |
| Employees | 5 |
| Client Accounts | 1 |
Contact & Location
Address
605 THIRD AVENUE
NEW YORK NY 10158
Phone
212-885-7870
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)Security Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$183M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported