DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
J••• L••••• A•• C•••••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 28, 2018 · 14 filings
SEC status approved since Mar 30, 2018
RAUM
$9.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
58
45 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
26
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$9.0B as of Mar 31, 2026
Mar 29, 2019$1.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20190 then
Employees (5.A)58 as of Mar 31, 2026
Mar 29, 201929 then
Private funds26 as of Mar 31, 2026
Mar 29, 201915 then
RAUM +12% over the last fiscal year+29% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $346MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$9.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 26reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
28 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| J•• E••••• I•••••••• V• L••• | Private Equity Fund | $1.9B | 61 | Mar 27, 2020 |
| J•• E••••• I•••••••• V•• L• | Private Equity Fund | $1.0B | 40 | Mar 30, 2023 |
| J••••• C••••••••• F•••• L••• | Private Equity Fund | $914M | 51 | Mar 30, 2022 |
| J•• E••••• I•••••••• I•• L• | Private Equity Fund | $555M | 56 | Mar 30, 2016 |
| J•• E••••• I•••••••• I••• L••• | Private Equity Fund | $452M | 39 | Feb 15, 2012 |
| J•••••••• C•••••••• P•••••••• L••• | Private Equity Fund | $427M | 34 | Mar 28, 2024 |
| J•• A•• U• I•••••••• V• L••• | Private Equity Fund | $207M | 45 | Mar 28, 2024 |
| J••••••• C•••••••• N•• P•••••••• L••• | Private Equity Fund | $155M | 13 | Mar 28, 2024 |
| J•• A•• U• I•••••••• V•• L•• | Private Equity Fund | $155M | 25 | Mar 28, 2024 |
| J••••••• C•••••••• U• P•••••••• L••• | Private Equity Fund | $150M | 10 | Mar 28, 2024 |
| J•••••• C•••••••• P•••••••• L••• | Private Equity Fund | $105M | 9 | Mar 29, 2019 |
| J•••••• C•••••••• P•••••••• L••• | Private Equity Fund | $86.4M | 23 | Mar 30, 2022 |
| J•• P••••••• F••• V• L• | Private Equity Fund | $51.4M | 69 | Mar 30, 2021 |
| J•• A•• N•• I•••••••• V• L••• | Private Equity Fund | $42.1M | 18 | Mar 28, 2024 |
| J•• A•• N•• I•••••••• V•• L••• | Private Equity Fund | $37.5M | 8 | Mar 28, 2024 |
| J•• P••••••• F••• I•• L••• | Private Equity Fund | $10.1M | 39 | Mar 29, 2017 |
| J•• E•••••••• I•••••••• V• L• | Private Equity Fund | $9.4M | 15 | Mar 30, 2021 |
| J•• P••••••• F••• I••• L••• | Private Equity Fund | $8.5M | 31 | Feb 15, 2012 |
| J•• E•••••••• I•••••••• I••• L••• | Private Equity Fund | $2.5M | 15 | Feb 15, 2012 |
| J•• E•••••••• I•••••••• I•• L••• | Private Equity Fund | $2.3M | 11 | Mar 29, 2017 |
| J•••••• C•••••••• P•••••••• L•••no longer reported | Private Equity Fund | $80,000 | 27 | Mar 29, 2017 |
| J•• A•• I•••••••• I•••••• L•••no longer reported | Private Equity Fund | $0 | 19 | Mar 28, 2013 |
| J•••••• I•••••••• I••••• L•••no longer reported | Private Equity Fund | $0 | 22 | Feb 15, 2012 |
| J••••••• A•••• F•••• L•••no longer reported | Private Equity Fund | $0 | 4 | Mar 29, 2019 |
| J•• A•• I•••••••• N••• L•no longer reported | Private Equity Fund | $0 | 19 | Mar 30, 2016 |
| J•• A•• I•••••••• U•• L•no longer reported | Private Equity Fund | $0 | 21 | Mar 30, 2016 |
| J•• A•• I•••••••• I••••• L•••no longer reported | Private Equity Fund | $0 | 18 | Feb 15, 2012 |
| J•• A•• I•••••••• I••••••• L•••no longer reported | Private Equity Fund | $0 | 21 | Mar 28, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• S••••••• L••••••• · Member, Management Committee Membercontrolsince 01/2018 · owns 25% to 50%
- H•••••• C••••• A•••••••• · Member, Management Committee Membercontrolsince 01/2018 · owns 25% to 50%
- M••••• L••••• N••• · Member, Management Committee Membercontrolsince 01/2018 · owns 25% to 50%
- R••••••• D••••• L•••••• · Managing Director, Legal, Administration, And Chief Compliance Officercontrolsince 01/2018 · owns less than 5%
- S•••• G••••• M••••• · Member, Management Committee Membercontrolsince 04/2023 · owns 10% to 25%
Related persons
Schedule D 7.A
- J•• G• I•••••••• I••• L••pooled vehicle sponsory
- J•• G• I•••••••• I•• L••pooled vehicle sponsory
- J•• G• I•••••••• N• C••••••••• F•••• L••pooled vehicle sponsory
- J•• G• I•••••••• V• L••pooled vehicle sponsory
- J•• G• I•••••••• V•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Arlington, VA4 employees
What changed
consecutive filings, newest first
- Accounts · 23 to 26Jan 21, 2026 to Mar 31, 2026
- Advisory employees · 39 to 45Jan 21, 2026 to Mar 31, 2026
- Pooled vehicle clients · 23 to 26Jan 21, 2026 to Mar 31, 2026
- Employees · 48 to 58Jan 21, 2026 to Mar 31, 2026
- Private funds · 23 to 26Jan 21, 2026 to Mar 31, 2026
- Discretionary RAUM · $8.0B to $9.0BJan 21, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $8.0B to $9.0BJan 21, 2026 to Mar 31, 2026
- RAUM · $8.0B to $9.0BJan 21, 2026 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 28, 2025
- Accounts · 20 to 23Sep 17, 2024 to Mar 28, 2025
- Advisory employees · 32 to 39Sep 17, 2024 to Mar 28, 2025
- Pooled vehicle clients · 20 to 23Sep 17, 2024 to Mar 28, 2025
- Employees · 44 to 48Sep 17, 2024 to Mar 28, 2025
- Private funds · 20 to 23Sep 17, 2024 to Mar 28, 2025
- Discretionary RAUM · $6.3B to $8.0BSep 17, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $6.3B to $8.0BSep 17, 2024 to Mar 28, 2025
- RAUM · $6.3B to $8.0BSep 17, 2024 to Mar 28, 2025
- Accounts · 13 to 20Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 29 to 32Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 13 to 20Mar 30, 2023 to Mar 28, 2024
- Employees · 38 to 44Mar 30, 2023 to Mar 28, 2024
- Private funds · 13 to 20Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $4.2B to $6.3BMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $4.2B to $6.3BMar 30, 2023 to Mar 28, 2024
- RAUM · $4.2B to $6.3BMar 30, 2023 to Mar 28, 2024
- Accounts · 15 to 13Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 15 to 13Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $2.4B to $0Mar 30, 2022 to Mar 30, 2023
- Employees · 39 to 38Mar 30, 2022 to Mar 30, 2023
- Private funds · 15 to 13Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.9B to $4.2BMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $2.9B to $4.2BMar 30, 2022 to Mar 30, 2023
- RAUM · $2.9B to $4.2BMar 30, 2022 to Mar 30, 2023
- Accounts · 18 to 15Mar 30, 2021 to Mar 30, 2022
- Advisory employees · 27 to 29Mar 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 18 to 15Mar 30, 2021 to Mar 30, 2022
- Assets in custody · $2.2B to $2.4BMar 30, 2021 to Mar 30, 2022
- Employees · 37 to 39Mar 30, 2021 to Mar 30, 2022
- Private funds · 18 to 15Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $2.9B to $2.9BMar 30, 2021 to Mar 30, 2022
Signals
8 dated events
- J••• L••••• A•• C•••••• L•• reported RAUM $8.0B, up 28% from $6.3B (2024-09-17 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- J••• L••••• A•• C•••••• L•• reported RAUM $6.3B, up 48% from $4.2B (2023-03-30 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Mathew Glenn Shor (Member, Management Committee Member) appeared on Schedule A of J••• L••••• A•• C•••••• L••Mar 28, 2024 · Control person joined · fact
- J••• L••••• A•• C•••••• L•• reported RAUM $4.2B, up 44% from $2.9B (2022-03-30 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Francis John Lehman (Member, Management Committee Member) no longer on Schedule A of J••• L••••• A•• C•••••• L•• (listed 2020-03-27, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- J••• L••••• A•• C•••••• L•• reported RAUM $2.8B, up 59% from $1.8B (2019-03-29 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- J••• L••••• A•• C•••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Feb 28, 2018 · Succession (Item 4) · fact
- J••• L••••• A•• C•••••• L•• filed its initial SEC registration (Form ADV)Feb 28, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- J••• L••••• a•• C•••••• L•• · Independent Sponsorsshared crd · capital_provider
- J••• L••••• a•• C•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jf-lehman-&-companyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.j•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-634-0100reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026