AdvisorCensus / Financial advisors / New York / New York / Jlens
Jlens is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.
Quick answers
From the filingHow is Jlens compensated?
On its Form ADV (Item 5.E, October 2026), Jlens reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Jlens located?
Jlens' principal office is in New York, NY, according to its Form ADV.
Is Jlens registered with the SEC or a state?
Jlens is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331778.
How much does Jlens manage?
Jlens reports $286,230,148 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).
How have Jlens' assets and staff changed since 2025?
In the Form ADV data for Jlens: Regulatory assets under management: $162,213,704 in the October 2025 data and $286,230,148 in the October 2026 data, up 76%. Total employees: 6 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Jlens serve?
By number of clients on Form ADV Item 5.D: other investment advisers (2); investment companies (1).
Does Jlens 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/331778
What changed in Jlens' recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $183,252,875 to $286,230,148 (+56%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated September 29, 2025) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$286,230,148 as of October 2026, filing dated September 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for investment companies (and business development companies)
- Publication of periodicals or newsletters
- Other
Registration and firm details
Items 1, 2, 5- Also doing business as
- JLENS INVESTOR NETWORK
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $286,230,148 | 5 | September 28, 2026 |
| October 2025 | $162,213,704 | 6 | June 26, 2025 |
Regulatory assets under management: $162,213,704 in the October 2025 data and $286,230,148 in the October 2026 data, up 76%.
Total employees: 6 in October 2025 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $183,252,875 to $286,230,148 (+56%).
- December 2025
- Regulatory assets under management went from $162,213,704 to $183,252,875 (+13%).
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Jlens (CRD 331778): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/jlens-new-york-ny-331778