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LEH II MANAGEMENT LLC

ENGLEWOOD, CO · CRD 328785 · IAPD ↗ · lincolnenergypartners.net · 720-909-6608

$93.1MRegulatory AUM
7Advisory reps
12Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — LEH II MANAGEMENT LLC reported RAUM down 58% ($222.6M -> $93.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
30
April 2025 — LEH II MANAGEMENT LLC reported RAUM down 42% ($380.4M -> $222.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
83
April 2024 — LEH II MANAGEMENT LLC (ENGLEWOOD, CO) is newly SEC-registered with $380.4M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.