Lenk Ladner Investment Solutions LLC
● SEC registered since 1993CRD 109927SEC# 801-43403Osterville, MA
Reg. AUM
$337.3M
Employees
3
Accounts
478
Location
Osterville, MA
Lenk Ladner Investment Solutions LLC assets under management
Lenk Ladner Investment Solutions LLC is a registered investment adviser overseen by the SEC based in Osterville, MA. The firm has been registered since 1993. It reports $337.3 million in regulatory assets under management and employs 3 people.
Lenk Ladner Investment Solutions LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Geoffrey F. Lenk Control | Partner,chief Compliance Officer | 50-75% | 1993 |
| John Michael Ladner Control | Partner | 25-50% | 1995 |
Frequently asked questions
How much does Lenk Ladner Investment Solutions LLC manage?
Lenk Ladner Investment Solutions LLC reports $337.3 million in regulatory assets under management on its Form ADV.
How many employees does Lenk Ladner Investment Solutions LLC have?
Lenk Ladner Investment Solutions LLC reports 3 employees.
Where is Lenk Ladner Investment Solutions LLC located?
Lenk Ladner Investment Solutions LLC is based in Osterville, MA and has been SEC-registered since 1993.
Does Lenk Ladner Investment Solutions LLC disclose fund performance?
Lenk Ladner Investment Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 896 Main Street, Osterville, MA 02655 |
| Phone | 508-428-1645 |
| Fax | 508-428-4421 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$337.3M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$337.3Mregulatory AUM
Discretionary $294.1MNon-discretionary $43.2M