Lenox Wealth Advisors is an investment advisor in New York with $2.11 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Lenox Wealth Advisors, Inc.
SEC CIK
IRS number
453021070
SEC advisor number
801-72914
FINRA CRD number
158380
AUM ?
$2.11 bn
(as of 27 May 22)
Accounts
2,851
(as of 27 May 22)
Employees
30
(20 investment advisory or research)
Address
Lenox Wealth Advisors
90 PARK AVENUE
SUITE 1700
NEW YORK
NY 10016
90 PARK AVENUE
SUITE 1700
NEW YORK
NY 10016
Office hours
Monday - Friday, 9AM - 5PM
Phone
212-602-4544
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Reynholds, Gregory, Kevin | Chief Compliance Officer/chief Operating Officer | 01/2013 | < 5% |
NFP Intermediate Holdings B. Corp. | Owner | 07/2013 | > 75% |
NFP Intermediate Holdings A. Corp. | Owner | 07/2013 | > 75% |
NFP Holdings, LLC | Owner | 07/2013 | > 75% |
Madison Dearborn Partners | General Partner | 07/2013 | |
Van Benschoten, Rick, Pierce | Chief Executive Officer | 08/2018 | < 5% |
NFP Parent Co, LLC | Owner | 10/2014 | > 75% |
O'malley, Edward, George | Director | 02/2015 | < 5% |
Schneider, Brett, Ronald | Director | 11/2011 | < 5% |
Lieser, Lori, Michell | Vice President | 06/2011 | < 5% |
Moo, Veronica, Ei Chun | Director | 07/2017 | < 5% |
NFP Ultimate Holdings, LLC | Owner | 02/2017 | > 75% |
Lwa Holdings LLC | Shareholder | 11/2017 | > 75% |
NFP Corp | Owner | 11/2017 | 50-75% |
Patriot SPV, L.P. | Owner | 03/2021 | 25-50% |
Patriot SPV GP, L.P. | General Partner | 03/2021 | |
Moriarty, Michael, Joseph | Chief Investment Officer | 05/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21
13F-HR
Quarterly holdings report by institutional manager
8 Jul 21
13F-HR
Quarterly holdings report by institutional manager
26 Apr 21
13F-HR
Quarterly holdings report by institutional manager
19 Jan 21
13F-HR
Quarterly holdings report by institutional manager
7 Oct 20
13F-HR
Quarterly holdings report by institutional manager
14 Jul 20
13F-HR
Quarterly holdings report by institutional manager
3 Apr 20
13F-HR
Quarterly holdings report by institutional manager
6 Jan 20