# J.F. Lehman and Company LLC

> J.F. Lehman and Company LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 292932
- Filed as: J.F. LEHMAN AND COMPANY LLC
- Also doing business as: J.F. LEHMAN & COMPANY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292932
- AdvisorCensus page: https://advisorcensus.com/firm/j-f-lehman-and-company-llc-new-york-ny-292932

## Quick answers

**How is J.F. Lehman and Company LLC compensated?**
On its Form ADV (Item 5.E, October 2026), J.F. Lehman and Company LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is J.F. Lehman and Company LLC located?**
J.F. Lehman and Company LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is J.F. Lehman and Company LLC registered with the SEC or a state?**
J.F. Lehman and Company LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292932.

**How much does J.F. Lehman and Company LLC manage?**
J.F. Lehman and Company LLC reports $9,006,926,647 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have J.F. Lehman and Company LLC's assets and staff changed since 2021?**
In the Form ADV data for J.F. Lehman and Company LLC: Regulatory assets under management: $2,904,123,000 in the October 2021 data and $9,006,926,647 in the October 2026 data, up 210%. Total employees: 37 in October 2021 and 58 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does J.F. Lehman and Company LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (26).

**Does J.F. Lehman and Company LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292932

**What changed in J.F. Lehman and Company LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 39 to 45. Regulatory assets under management went from $8,041,548,174 to $9,006,926,647 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $9,006,926,647
- Discretionary: $9,006,926,647
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 26 | $9,006,926,647 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 58 total, 45 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Arlington, VA

### Websites listed on Form ADV (Item 1.I)
- jflpartners.com
- LinkedIn @jf-lehman-&-company

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,904,123,000 | 37 | March 30, 2021 |
| October 2022 | $2,930,729,000 | 39 | March 30, 2022 |
| October 2023 | $4,227,665,000 | 38 | March 30, 2023 |
| October 2024 | $6,275,424,985 | 44 | September 17, 2024 |
| October 2025 | $8,041,548,174 | 48 | May 28, 2025 |
| October 2026 | $9,006,926,647 | 58 | March 31, 2026 |

Regulatory assets under management: $2,904,123,000 in the October 2021 data and $9,006,926,647 in the October 2026 data, up 210%.
Total employees: 37 in October 2021 and 58 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 39 to 45.
- Regulatory assets under management went from $8,041,548,174 to $9,006,926,647 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. J.F. Lehman and Company LLC (CRD 292932): Form ADV filing data as of October 2026.