# 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.

- CRD: 331778
- Filed as: JLENS
- Also doing business as: JLENS INVESTOR NETWORK
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331778
- AdvisorCensus page: https://advisorcensus.com/firm/jlens-new-york-ny-331778

## Quick answers

**How 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

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

### Regulatory assets under management (Item 5.F)
- Total: $286,230,148
- Discretionary: $286,230,148
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $286,230,148 |
| Other investment advisers | 2 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investjewishly.org
- jlensnetwork.org
- Facebook @jlensnetwork
- LinkedIn @jlens-investor-network
- X @jlensnetwork

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $162,213,704 | 6 | June 26, 2025 |
| October 2026 | $286,230,148 | 5 | September 28, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jlens (CRD 331778): Form ADV filing data as of October 2026.