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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count20 GAV$6,275,424,985

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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.