Jlens
Firm details
- Headquarters
- New York, New York
- CRD number
- 331778
- Registered since
- November 1, 2024
- Website
- www.jlensnetwork.org
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment CompaniesPublication of Periodicals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Rachel Schnoll
CEOCRD 4039933
Eric Martin
COOCRD 7922237
Shealyn Sullivan
Chief Compliance OfficerCRD 2863867
Contacts
3 of 4
Robert Stavis
DirectorCRD 1356269
Aaron Hoffnung
Managing DirectorCRD 4437135
Steven Fineman
DirectorCRD 8125317
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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