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J•• P••••••• F••• I••• L•••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundprivate equity fund3(c)(1)

J•• P••••••• F••• I••• L•••

advised by J.F. LEHMAN AND COMPANY LLC

Delaware, United States

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Search this name across graphsid dfx:ria:ac61c6bf-6443-7bc7-db86-5bf373852dc3

Data as of Sep 17, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 15, 2012 to Sep 17, 2024
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J•• P••••••• F••• I••• L•••

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: J.F. LEHMAN AND COMPANY LLCCRD 292932
Fund type: Private Equity Fund
Latest reported GAV: $8.5Mgross asset value on Schedule D 7.B(1), as of 2024-09-17; never fund size
Peak reported GAV: $12.8M
Beneficial owners: 31
Minimum investment: $100,000
Owned by the adviser: 200%
Owned by funds of funds: 0%
Owned by non-US persons: 800%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 17, 2024	$8.5M

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF AMERICA MERRILL LYNCH	BANK OF AMERICA MERRILL LYNCH	Mclean	Virginia	United States	no	n/a

Relationships

Advises (1)

← J.F. LEHMAN AND COMPANY LLCRegistered adviserPrivate Equity Fund, IA
Feb 15, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ac61c6bf-6443-7bc7-db86-5bf373852dc3
First observed: Feb 15, 2012
Last observed: Sep 17, 2024 24 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.