9AT: J.F. LEHMAN AND COMPANY LLC

other names

J.F. LEHMAN AND COMPANY LLC
J.F. LEHMAN & COMPANY

Adviser Profile

As of Date	05/28/2025
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	48 26%
of those in investment advisory functions	39 34%
Registration	SEC, Approved, 03/30/2018

AUM^*	8,041,548,174 90%
of that, discretionary	8,041,548,174 90%
Private Fund GAV^*	8,041,548,174 28%
Avg Account Size	349,632,529 8%
SMA’s	No
Private Funds	29 13
Contact Info	212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count29	GAV$8,041,548,174

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser SDC CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund7.7b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV7.7b	AUM7.7b	#Funds13
Adviser BANNER RIDGE PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund8.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV8.5b	AUM8.5b	#Funds37
Adviser VWH CAPITAL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.8b	AUM3.7b	#Funds14
Adviser PRINCIPAL ORIGIN	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.6b	#Funds-
Adviser STONE POINT CREDIT ADVISER LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.2b	AUM8.1b	#Funds20
Adviser AVISTA HEALTHCARE PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund5.0b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.0b	AUM5.0b	#Funds18
Adviser LIGHTYEAR CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund5.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV5.6b	AUM7.2b	#Funds30
Adviser MERIT ENERGY COMPANY	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.1b	AUM4.1b	#Funds15
Adviser SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.8b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.8b	AUM5.2b	#Funds13
Adviser ALTAMONT CAPITAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund4.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV4.5b	AUM4.3b	#Funds32

Brochure Summary

Overview

Since its establishment in 1992, JFLCO has pursued a consistent focus on private equity or equity-related investing in the aerospace, defense, maritime, government and environmental industries and companies possessing the unique technical capabilities that originate from operating in these sectors. To this end, JFLCO currently provides portfolio management and administrative services to private equity funds (individually a "Fund" or collectively the "Funds") whose focus is to control investments in middle market companies with unique engineering competencies and technology-driven products and services primarily in the U.S. and U.K. The Firm's primary services include investigating, analyzing, structuring and negotiating potential investments, monitoring portfolio companies and advising the Funds as to disposition opportunities. After extensive research and investigation by the Firm, investment recommendations are communicated to the general partner of the applicable Fund (the "General Partner"), who are affiliates of the Firm. The advice provided by

the Firm and its affiliates to each Fund is tailored to meet the individual investment objectives and restrictions of each Fund. Notwithstanding the foregoing, the General Partner of each Fund is ultimately responsible for all final investment decisions. The Funds are currently comprised of primary funds (the "Primary Funds"), executive funds, comprised of investors which are affiliated with the Firm or employees of the Firm (the "Executive Funds"), friends and family funds, comprised of certain associate and/or family members of the Firm (the “Friends and Family Funds”) and co-invest funds which make additional investments in the same portfolio companies ("Co-Investor Funds"). The Firm also manages a continuation fund. The Co-Investor Funds are generally comprised of a similar group of limited partners as the Primary Funds. The principal owners of the Firm are Louis N. Mintz, Stephen L. Brooks, C. Alexander Harman, and Glenn M. Shor. JFLCO managed approximately $6,275,424,985 in client assets on a discretionary basis as of December 31, 2023.

J.F. LEHMAN AND COMPANY LLC

Adviser Profile

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Brochure Summary

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