Lear Investment Management
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 174119
- Registered since
- July 21, 2017
- Website
- learim.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers68.24%
- HNWI28.9%
- Individuals2.86%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lear Investment Management is an independent, SEC-registered RIA formed in 2017 and owned by an individual principal. The firm manages portfolios for both individual and family clients as well as institutional and business accounts, charging advisory fees as a percentage of assets under management. Its stated advisory activities focus on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Lear does not characterize itself as an active ESG investor and is not reported as a capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents10%
- State & Local Bonds1%
Contacts
3 of 3
Frederick Lear
Founder & Managing PartnerCRD 2797286
Gerald Girand
DirectorCRD 2700245
Thayne Gould
DirectorCRD 3139959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 228Active vs passive
$217M in ETFs
98%
$213M
2%
$4.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALERIAN MLP ETF (AMLP) | Passive | Energy Limited Partnership | $26.1M | 503,526 | 12.01% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2911 Turtle Creek Blvd
- Time zone
- CT (UTC-6)
- Office locations
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