LEH II Management LLC

RIASEC Registered
Total AUM
$93.1M
Discretionary
$93.1M
100% of AUM
Avg account
$93.1M
Accounts
1
Employees
12
Advisory reps
6

Firm details

Headquarters
Englewood, Colorado
CRD number
328785
Registered since
March 1, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

LEH II Management LLC is an institutional RIA organized as a limited liability company that registered with the SEC in 2024. The firm serves an institutional client base and focuses on portfolio management for pooled investment vehicles. It acts as an adviser and as an organizer/sponsor—serving roles such as general partner and managing member for the pooled vehicles it runs. Its fee arrangement combines a percentage-of-AUM charge with performance-based fees, a structure commonly used for private pooled products. The firm is not positioned as an ESG investor, and it does not identify as a multistate adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Englewood, CO

Arapahoe

Location

Englewood, CO

Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Arapahoe
Address
3333 S Bannock St
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth