# Lens Investments

> 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.

- CRD: 166901
- Filed as: LENS INVESTMENTS
- Legal name: Lens Investments LLC
- Also doing business as: LENS INVESTMENTS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166901
- AdvisorCensus page: https://advisorcensus.com/firm/lens-investments-166901

## Quick answers

**How is Lens Investments compensated?**
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.

**Is Lens Investments registered with the SEC or a state?**
Lens Investments is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 166901.

**How much does Lens Investments manage?**
Lens Investments reports $7,148,634 in regulatory assets under management in its Form ADV filing dated January 7, 2026 (0% discretionary).

**How have Lens Investments' assets and staff changed since 2021?**
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.

**Does Lens Investments report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,148,634
- Discretionary: $0
- Non-discretionary: $7,148,634

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Charitable organizations | Fewer than 5 | $7,148,634 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lensinvestments.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $90,905,322 | 2 | March 10, 2021 |
| October 2022 | $105,750,457 | 1 | March 18, 2022 |
| October 2026 | $7,148,634 | 1 | January 7, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lens Investments (CRD 166901): Form ADV filing data as of October 2026.