Lebed Asset Management LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 125279
- Website
- lebedasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.91%
- Banking / Thrift Institutions23.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lebed Asset Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that provides fee-based portfolio management, primarily for individuals, families and small businesses. The firm charges a percentage-of-assets fee and positions itself around direct portfolio management rather than acting as a capital allocator or pension consultant. Its advisory activity is concentrated on portfolio management for individuals and small business clients. Lebed does not identify as an active ESG investor and is not set up as a multi-state advisory platform.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities63%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents1%
Contacts
3 of 3Karin Kahn
Equity MemberCRD 4662245

Bradford Williams
PresidentCRD 4617841

Jay Lebed
PrincipalCRD 4659005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 6 Beacon St
- Time zone
- ET (UTC-5)
- Office locations
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