LEL Investment LLC
Firm details
- Headquarters
- Long Island City, New York
- CRD number
- 306840
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
LEL Investment LLC is a small, independent RIA organized as an LLC and registered in New York. The firm is owner-operated and focuses on portfolio management for individual clients and small businesses, serving an individual and family client base. Its fee model combines a percentage-of-assets approach with performance-based fees. The firm does not position itself as a capital allocator and is not an active ESG investor.
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
- Non-Exchange Traded Equities95%
- Derivatives5%
Owners & executives
1 of 1Yun Chung Lee
CEOCRD 6749517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Long Island City, NY
Queens
Location
Long Island City, NY
Headquartered in Long Island City, 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
- Queens
- Address
- 4117 Crescent St
- Time zone
- ET (UTC-5)
- Office locations
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