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$36.4M Total AUM
$36.4M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-06-2015
- Office Locations
- 1
Office Locations
-- West Chester PA
About Lenape Investments, LLC
Lenape Investments, LLC is a West Chester, PA registered investment adviser led by founder and chief investment strategist Carter H. Lee, CFA. The firm provides asset management and portfolio construction for retail investors, including entrepreneurs. Client portfolios are implemented primarily with ETFs and held at Charles Schwab.
Team overview
52 AVG AGE
$36.4M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CARTER HUTCHISON LEE CFA
ANALYST, Chief Investment Strategist, FOUNDER, PORTFOLIO MANAGER
- CRD
- #2857634
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,403,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,403,923 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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