The LEND ACADEMY INVESTMENTS, LLC is a privately held investment adviser that advises $12.16mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LEND ACADEMY INVESTMENTS, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 68.07% over the last 5-years.
The Group has been registered with the SEC for 12.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 169 MADISON AVE. STE. 2897, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 1 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $12.16mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $10.87mn or 89.38% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.29mn or 10.62% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $629.45K in assets.
The Group discloses management fees and performance-based fees.
LEND ACADEMY INVESTMENTS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.