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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 04-01-2003
- Office Locations
- 1
Office Locations
About Lebed Asset Management LLC
Lebed Asset Management is an independent RIA (founded 2003) providing investment management for high net worth individuals and families nationwide. The firm follows a contrarian, long-term, equity-first philosophy with diversification and a disciplined process designed to minimize emotion. Portfolios are implemented primarily with ETFs, with Charles Schwab as a key custodian.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAY AARON LEBED
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4659005
- Ownership
- 75% or more
KARIN ROSE KAHN
--
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
BRADFORD GARET WILLIAMS
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Investment Advisor, President
- CRD
- #4617841
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,247,130 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,247,130 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,247,130
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,655,430,031 | 37.1% |
| Public Funds | $2,082,830,563 | 29.1% |
| Cash | $2,419,232,751 | 33.8% |
| Total | $7,157,493,345 | 100.0% |