There is insufficient data to calculate a profile for LENOX WEALTH MANAGEMENT INC.. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.
LENOX WEALTH Overview
Lenox Wealth Management Inc. is an investment advisor that manages 693.2 MM dollars in regulatory AUM and has 9 employees, of which 7 perform investment advisory functions.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.
LENOX WEALTH StockAlpha
Top 25% |
0yr StockAlpha
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Fundamental & Technical Factor Exposure
LENOX WEALTH Since Last Filing Return Details
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LENOX WEALTH Founders and Key Employees
Name | Title | In Position Since |
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John C. Lame | Director/Chairman/Ceo | February-2005 |
Ben F. Wells | Director | May-2012 |
Matthew E. Lynch | Director | May-2013 |
Steven E. Reder | Chief Compliance Officer | March-2015 |
LENOX WEALTH Brokers, Custodians, Auditors and Administrators
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LENOX WEALTH Investment Strategy
LENOX WEALTH Portfolio Concentration
LENOX WEALTH Location
LENOX WEALTH Contact Information
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