LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC

Overview

Lehmann, Livian, Fridson Advisors, LLC is an SEC-registered, fee-based investment adviser that provides portfolio management primarily for individuals, small businesses and some institutional clients. The firm charges a percentage-of-assets fee and reports a preference for equity exposure across managed portfolios. It is not positioned as an ESG-focused or multi-state adviser. Filings also identify the firm as active in sponsor/manager roles for pooled investment vehicles, indicating capacity to act as a general partner or manager of externally offered funds in addition to delivering client-facing advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices