Lens Investments LLC (Lafayette)

Name: Lens Investments LLC
Address: 1232 Rose Lane, Lafayette, CA, 94549
Telephone: 925-482-7500

Lens Investments LLC is a pension cosultant based in Lafayette. It manages $34.47 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California and Oregon.

Lens Investments provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, educational seminars and workshops, and financial consulting - not resulting in a financial plan. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lens Investments: assets under management

The assets under management (AUM) of Lens Investments LLC is $34.47 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in exchange traded securities the most. They account for 99% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lens Investments LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lens Investments serves?

The only and largest group of clients of Lens Investments is charitable organizations with 13 clients and $34.47 million of assets under management. Among the 6 most similar advisory firms, Lens Investments has the highest percentage of charitable organizations out of all clients.

The amount of regulatory assets under management is $34.47 million for 13 clients. None of the firm’s clients are foreign persons or businesses.

Lens Investments doesn't advise any private funds.

Careers at Lens Investments LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Julie Robinson Hammerman	Managing member/chief compliance officer	1 Feb 2015	75% - 100%	4128387

Based in Lafayette

The principal office where Lens Investments LLC performs its advisory services is located at 1232 Rose Lane, Lafayette, CA 94549, 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 925-482-7500. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at lensinvestments.com.