LEHMAN & DERAFELO FINANCIAL RESOURCES LLC
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC of MEDIA, PA is an SEC-registered investment adviser (CRD 292523). Regulatory assets under management: $1.1B.
Registration
- CRD: 292523
- SEC file number: 801-113642
- Type: Registered investment adviser
- Location: 1215 W. BALTIMORE PIKE, SUITE 8, MEDIA, PA, 19063
- Phone: 610-565-2343
- Latest filing: 2023-03-21
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 6
- Accounts: 2,374
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| DERAFELO RICHARD DAVID | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| LEHMAN RONALD SCOTT | MANAGING MEMBER | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| LD OPPORTUNITY FUND, LP | Private Equity Fund | — | 47 | $42.9M | $250K |
Fund service providers (1)
- administrator: NAV CONSULTING
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