J.F. LEHMAN AND COMPANY LLC other names

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Adviser Profile

As of Date:

09/17/2024

Adviser Type:

- Large advisory firm

Number of Employees:

44 15.79%

of those in investment advisory functions:

32 10.34%

Registration:

SEC, Approved, 3/30/2018

AUM:

6,275,424,985 48.44%

of that, discretionary:

6,275,424,985 48.44%

Private Fund GAV:

6,275,424,985 48.43%

Avg Account Size:

313,771,249 -3.52%

SMA’s:

NO

Private Funds:

20 7

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
4B 4B 3B 2B 2B 1B 604M
2018 2019 2020 2021 2022 2023

Recent News

Texas House Aims To Ban Dangerous Radioactive Waste While Giving A Nuclear Waste Company A Financial Break
04/09/2021

The reductions would cost the state nearly $400,000 per year that now goes to the general revenue fund and more than $1 million per ... struggling financially when it was acquired in 2018 by J.F. Lehman & Co., a New York private equity firm that ...

keranews.org

Landgraf's proposal would give a nuclear waste company a big financial break
04/08/2021

As a nuclear waste company’s plan to store the most dangerous type of radioactive waste in West Texas moves forward at the federal level, state lawmakers are aiming to ban the materials from entering the state.

chron.com

Texas lawmakers want to ban dangerous radioactive waste. The proposal would give a nuclear waste company a big financial break.
04/08/2021

As a nuclear waste company’s plan to store the most dangerous type of radioactive waste in West Texas moves forward at the federal level, state lawmakers are aiming to ban the materials from entering the state.

ksat.com

J.F. Lehman & Company Announces Investment in Trillium Engineering, LLC
03/31/2021

NEW YORK, March 31, 2021 /PRNewswire/ -- J.F. Lehman & Company ("JFLCO"), a leading middle-market private equity firm focused exclusively on the aerospace, defense, maritime, government and ...

prnewswire.com

J.F. Lehman & Company Announces Investment in Trillium Engineering, LLC
03/31/2021

Disclaimer | Commerce Policy | Made In NYC | Stock quotes by finanzen.net NEW YORK, March 31, 2021 /PRNewswire/ -- J.F. Lehman & Company ("JFLCO"), a leading middle-market private equity firm ...

markets.businessinsider.com

J.F. Lehman & Company Announces Investment in Trillium Engineering, LLC
03/31/2021

NEW YORK, March 31, 2021 /PRNewswire/ -- J.F. Lehman & Company ("JFLCO"), a leading middle-market private equity firm focused exclusively on the aerospace, defense, maritime, government and ...

Morningstar


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 20 $6,275,424,985

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Private Funds



Employees




Brochure Summary

Overview

Since its establishment in 1992, JFLCO has pursued a consistent focus on private equity or equity-related investing in the aerospace, defense, maritime, government and environmental industries and companies possessing the unique technical capabilities that originate from operating in these sectors. To this end, JFLCO currently provides portfolio management and administrative services to private equity funds (individually a "Fund" or collectively the "Funds") whose focus is to control investments in middle market companies with unique engineering competencies and technology-driven products and services primarily in the U.S. and U.K. The Firm's primary services include investigating, analyzing, structuring and negotiating potential investments, monitoring portfolio companies and advising the Funds as to disposition opportunities. After extensive research and investigation by the Firm, investment recommendations are communicated to the general partner of the applicable Fund (the "General Partner"), who are affiliates of the Firm. The advice provided by
the Firm and its affiliates to each Fund is tailored to meet the individual investment objectives and restrictions of each Fund. Notwithstanding the foregoing, the General Partner of each Fund is ultimately responsible for all final investment decisions. The Funds are currently comprised of primary funds (the "Primary Funds"), executive funds, comprised of investors which are affiliated with the Firm or employees of the Firm (the "Executive Funds"), friends and family funds, comprised of certain associate and/or family members of the Firm (the “Friends and Family Funds”) and co-invest funds which make additional investments in the same portfolio companies ("Co-Investor Funds"). The Firm also manages a continuation fund. The Co-Investor Funds are generally comprised of a similar group of limited partners as the Primary Funds. The principal owners of the Firm are Louis N. Mintz, Stephen L. Brooks, C. Alexander Harman, and Glenn M. Shor. JFLCO managed approximately $6,275,424,985 in client assets on a discretionary basis as of December 31, 2023.