Lenox Wealth Management is a fund manager in Cincinnati with $541.17 mm assets under management.
Company profile
Ticker
LNXW
Exchange
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
311445959
SEC advisor number
801-63546
FINRA CRD number
132818
AUM ?
$643.64 mm
(as of 9 Jun 20)
Accounts
2,060
(as of 9 Jun 20)
Employees
13
(10 investment advisory or research)
Address
Lenox Wealth Management
8044 MONTGOMERY ROAD
SUITE 170
CINCINNATI
OH 45236
8044 MONTGOMERY ROAD
SUITE 170
CINCINNATI
OH 45236
Phone
513-618-7080
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Lenox Wealth Management, Inc. | $541.17 mm | |
Lenox Blue Chip, LLC | $1.71 mm | Private Equity Fund |
Lenox Hpe, LLC | $14.85 mm | Private Equity Fund |
Lenox Pe Fund I, LLC | $1.63 mm | Private Equity Fund |
Latest filings (excl ownership)
DFAN14A
Additional proxy materials by non-management
10 Jun 10
DFAN14A
Additional proxy materials by non-management
10 Jun 10
DFAN14A
Additional proxy materials by non-management
8 Jun 10
DFAN14A
Additional proxy materials by non-management
21 May 10
DFAN14A
Additional proxy materials by non-management
17 May 10
DFAN14A
Additional proxy materials by non-management
3 May 10
DEFC14A
Proxy in contested solicitation
30 Apr 10
PRRN14A
Revised preliminary proxy statement filed by non-management
16 Apr 10
CORRESP
Correspondence with SEC
7 Apr 10
CORRESP
Correspondence with SEC
7 Apr 10
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
28 Jul 20
13F-HR
Quarterly holdings report by institutional manager
20 Apr 20
13F-HR
Quarterly holdings report by institutional manager
29 Jan 20
13F-HR
Quarterly holdings report by institutional manager
5 Nov 19
13F-HR
Quarterly holdings report by institutional manager
19 Jul 19
13F-HR
Quarterly holdings report by institutional manager
2 May 19
13F-HR
Quarterly holdings report by institutional manager
23 Jan 19
13F-HR
Quarterly holdings report by institutional manager
23 Oct 18
13F-HR
Quarterly holdings report by institutional manager
26 Jul 18
13F-HR
Quarterly holdings report by institutional manager
26 Apr 18