DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

SEC-registered adviser

J••••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 331778SEC 801-131261websiteIAPD
Latest filing Oct 16, 2025
First filing on the tape Sep 6, 2024 · 6 filings
SEC status approved since Nov 1, 2024
RAUM
$183M
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
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$183M as of Oct 16, 2025
Mar 28, 2025$123M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Oct 16, 2025
Mar 28, 20250 then
Employees (5.A)5 as of Oct 16, 2025
Mar 28, 20256 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Oct 16, 2025; 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
$183MderivedRAUM 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
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween 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, otherreportedItem 5.E
Advisory activities
portfolio management for investment companies, publications, otherreportedItem 5.G
Ownership
controlled by a public reporting companyderived
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)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Investment companies$183M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • H•••••••• A••••• M•••••• · Managing Directorcontrol
        since 11/2023 · owns less than 5%
      • L••••••• D••••••• L• · Directorcontrol
        since 08/2024 · owns less than 5%
      • M•••••• E•••• L••••••• · Senior Directorcontrol
        since 01/2023 · owns less than 5%
      • N••••••• A•••• M••• · Directorcontrol
        since 08/2024 · owns less than 5%
      • R•••••••• S••••• G•••• · Directorcontrol
        since 08/2024 · owns less than 5%
      • S•••••••• S••••••• M•••••• · Chief Compliance Officercontrol
        since 07/2024 · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Employees · 6 to 5
        Jun 26, 2025 to Oct 16, 2025
      • Discretionary RAUM · $162M to $183M
        Jun 26, 2025 to Oct 16, 2025
      • RAUM · $162M to $183M
        Jun 26, 2025 to Oct 16, 2025
      • Financial planning clients · unset to
        Mar 28, 2025 to Jun 26, 2025
      • Discretionary RAUM · $123M to $162M
        Mar 28, 2025 to Jun 26, 2025
      • RAUM · $123M to $162M
        Mar 28, 2025 to Jun 26, 2025
      • Accounts · unset to 1.0
        Nov 1, 2024 to Mar 28, 2025
      • Discretionary RAUM · unset to 122693324.0
        Nov 1, 2024 to Mar 28, 2025
      • Non-discretionary RAUM · unset to 0.0
        Nov 1, 2024 to Mar 28, 2025
      • RAUM · unset to 122693324.0
        Nov 1, 2024 to Mar 28, 2025
      Signals
      1 dated events
      • Jlens filed its initial SEC registration (Form ADV)
        Sep 6, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/jlens-investor-networkreportedpublic record, Form ADV, Sep 21, 2026
      Website
      j•••••••••.orgreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      212-885-7870reportedpublic record, Form ADV, Oct 16, 2025
      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