Jlens
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
FINTRXOverview
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
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 3Shealyn Sullivan
Chief Compliance OfficerCRD 2863867
Eric Martin
COOCRD 7922237

Rachel Schnoll
CEOCRD 4039933
Contacts
3 of 4Steven Fineman
DirectorCRD 8125317
Aaron Hoffnung
Managing DirectorCRD 4437135

Robert Stavis
DirectorCRD 1356269
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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