Jlens

RIASEC RegisteredEst. 2024
Total AUM
$183M
Discretionary
$183M
100% of AUM
Avg account
$183M
Accounts
1
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 a corporate-structured institutional registered investment adviser that reports an institutional client base and an owner classified as an individual. The firm registered with the SEC in 2024 and reports advisory activities that include portfolio management for investment companies and publication of periodicals or newsletters. Its fee model includes a percentage-of-AUM component and other fee arrangements. Jlens does not identify as an active ESG investor and is not classified as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Shealyn Sullivan

    Chief Compliance OfficerCRD 2863867

  • Eric Martin

    COOCRD 7922237

  • Rachel Schnoll

    Rachel Schnoll

    CEOCRD 4039933

Contacts

3 of 4
  • Steven Fineman

    DirectorCRD 8125317

  • Aaron Hoffnung

    Managing DirectorCRD 4437135

  • Robert Stavis

    Robert Stavis

    DirectorCRD 1356269

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth