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Lenk Ladner Investment Solutions LLC

● SEC registered since 1993CRD 109927SEC# 801-43403Osterville, MA
Export (members)
Reg. AUM
$310.6M
Employees
3
Accounts
472
Location
Osterville, MA

Lenk Ladner Investment Solutions LLC assets under management

Lenk Ladner Investment Solutions LLC is a registered investment adviser overseen by the SEC based in Osterville, MA. The firm has been registered since 1993. It reports $310.6 million in regulatory assets under management and employs 3 people.

Lenk Ladner Investment Solutions LLC owners & executives

2 reported
NameTitleOwnershipSince
Geoffrey F. Lenk ControlPartner,chief Compliance Officer50-75%1993
John Michael Ladner ControlPartner25-50%1995

Frequently asked questions

How much does Lenk Ladner Investment Solutions LLC manage?

Lenk Ladner Investment Solutions LLC reports $310.6 million in regulatory assets under management on its Form ADV.

How many employees does Lenk Ladner Investment Solutions LLC have?

Lenk Ladner Investment Solutions LLC reports 3 employees.

Where is Lenk Ladner Investment Solutions LLC located?

Lenk Ladner Investment Solutions LLC is based in Osterville, MA and has been SEC-registered since 1993.

Does Lenk Ladner Investment Solutions LLC disclose fund performance?

Lenk Ladner Investment Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address896 Main Street, Osterville, MA 02655
Phone508-428-1645
Fax508-428-4421
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$257.7M
Non-discretionary$52.9M
Total (RAUM)$310.6M