Lehman Brothers Private Equity Advisers LLC is a mid-sized advisory firm based in New York. It manages $61.26 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Lehman Brothers Private Equity Advisers provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lehman Brothers Private Equity Advisers LLC is $61.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and $6.52 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Lehman Brothers Private Equity Advisers LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Lehman Brothers Private Equity Advisers is pooled investment vehicles with 14 clients and $61.26 million of assets under management. Among the 4 most similar advisory firms, Lehman Brothers Private Equity Advisers has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $61.26 million for 14 clients. 43% of the firm’s clients are foreign persons or businesses.
Lehman Brothers Private Equity Advisers doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brian Raymond Mccarthy joined the executive team most recently as the Chief Compliance Officer, Member Of Board Of Managers, And Vice President.
The principal office where Lehman Brothers Private Equity Advisers LLC performs its advisory services is located at 277 Park Avenue, New York, NY 10172, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-285-9000 or by fax 646-607-9393. The normal business hours are 9am - 5pm on Monday - Friday.