{
  "crd_number": 166901,
  "slug": "lens-investments-166901",
  "primary_business_name": "LENS INVESTMENTS",
  "legal_name": "LENS INVESTMENTS LLC",
  "dbas": [
    "LENS INVESTMENTS"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-08-23",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-01-07",
  "carried_forward": false,
  "raum_total": 7148634.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 7148634.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 7148634.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "portfolio_management_businesses_institutional"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://lensinvestments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166901",
  "listing_state": "CA",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/lens-investments-166901",
  "display_name": "Lens Investments",
  "summary": "Lens Investments is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 7, 2026.",
  "citation": "AdvisorCensus. Lens Investments (CRD 166901): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Lens Investments compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lens Investments reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Lens Investments registered with the SEC or a state?",
      "a": "Lens Investments is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 166901."
    },
    {
      "q": "How much does Lens Investments manage?",
      "a": "Lens Investments reports $7,148,634 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (0% discretionary)."
    },
    {
      "q": "How have Lens Investments' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lens Investments: Regulatory assets under management: $90,905,322 in the October 2021 data and $7,148,634 in the October 2026 data, down 92%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Lens Investments report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166901"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 90905322.0,
      "total_employees": 2,
      "filing_date": "2021-03-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 105750457.0,
      "total_employees": 1,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7148634.0,
      "total_employees": 1,
      "filing_date": "2026-01-07"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/lens-investments-166901.md",
  "clients": [
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 7148634.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166901",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}