Lebed Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,649,281
Clients
8
Advisors
2
of 2 employees
About
The firm provides investment advisory services to high-net-worth individuals, trusts, and family partnerships, offering both equity-only and broadly diversified portfolios. It manages client accounts on a discretionary basis and generally does not accept portfolios below $1 million, overseeing about $24,247,130 in client assets across a small number of accounts.
The firm’s investment approach centers on fundamental analysis of U.S.-listed common stocks and ADRs, emphasizing holdings that the adviser believes trade below its estimate of intrinsic value and maintaining diversification by sector, position count, and market capitalization. For broadly diversified clients it supplements core equity holdings with fixed-income mutual funds, ETFs or individual bonds as appropriate, with periodic rebalancing and consideration of liquidity and tax status.
What is distinctive for a firm of this size is its formal affiliation with another registered investment adviser, including shared office space, resources, and certain portfolio-management personnel under contractual arrangements. The firm also relies on an independent qualified custodian for account custody and, by policy, does not vote client proxies, leaving proxy voting to clients — practices that differentiate it from many small independent advisers.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
Account minimum: $1,000,000
Main office
6 Beacon Street, Suite 725
Boston MA 02108-3810
Advisors at this office
2
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jay L
Series 65
Boston, MA
Lebed Asset Management LLC
Jay Lebed is a financial advisor with Lebed Asset Management LLC in Boston, MA, holding a Series 65 designation and 22 years of industry experience. He has worked with Boston Portfolio Advisers, LLC since 2014 as vice president and indirect minority owner, managing client relationships and providing investment advice. Lebed Asset Management LLC provides discretionary investment management primarily to high-net-worth individuals, trusts, and family partnerships, focusing on separately managed equity portfolios and diversified strategies using fundamental analysis and intrinsic-value principles. The firm shares operational resources with its affiliate, Boston Portfolio Advisers, LLC, and manages roughly $24 million in assets across about a dozen accounts.
Bradford W
Series 65
Boston, MA
Lebed Asset Management LLC
Bradford Williams is a financial advisor with Lebed Asset Management LLC, holding a Series 65 credential and over 23 years of industry experience. He has worked at Boston Portfolio Advisers, LLC and Boston Investment Advisers, Inc., among other firms. Williams serves as Director of Fund Research at Lebed Asset Management, where he selects and monitors mutual funds and ETFs and provides related recommendations. Lebed Asset Management LLC provides investment advisory services primarily to high-net-worth individuals, trusts, and family partnerships. The firm focuses on fundamental analysis of U.S.-listed common stocks and ADRs, offering both equity-only and diversified portfolios managed on a discretionary basis, and maintains distinctive operational arrangements through its formal affiliation with another registered investment adviser.
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