Jlens

RIASEC RegisteredEst. 2024
Total AUM
$286M
Discretionary
$286M
100% of AUM
Avg account
$143M
Accounts
2
Employees
5
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
331778
Registered since
November 1, 2024
Fee structure
Percentage of AUM, Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesPublication of Periodicals

Firm profile

FINTRX

Overview

Jlens is organized as a corporation and operates as an institutional registered investment adviser. The firm is registered with the SEC (registered in 2024) and serves an institutional client base. Ownership is listed as individual, and the adviser reports fee arrangements that include a percentage-of-AUM component alongside other fee structures. Core advisory activities include portfolio management for investment companies and the publication of periodicals or newsletters. Jlens does not identify as an active ESG investor and is not described as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Rachel Schnoll

    Rachel Schnoll

    CEOCRD 4039933

  • Eric Martin

    COOCRD 7922237

  • Shealyn Sullivan

    Chief Compliance OfficerCRD 2863867

Contacts

3 of 4
  • Robert Stavis

    Robert Stavis

    DirectorCRD 1356269

  • Aaron Hoffnung

    Managing DirectorCRD 4437135

  • Steven Fineman

    DirectorCRD 8125317

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
605 3rd Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth