Lel Investment LLC

Lel Investment LLC is a fee-only investment adviser registered with the securities regulator of New York, with its main office in Long Island City, New York. On its latest Form ADV, filed April 2, 2020, it reports $100K in regulatory assets under management, 8 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: New York
Firm CRD number	306840
Office	41-17 Crescent ST, Apt 8D, Long Island City, NY 11101
Phone	(347) 267-9501
Website	Not listed
Regulatory assets under management	$100K
Individual clients	8 non-high-net-worth, 0 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets
Services	Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	April 2, 2020

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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