otherRIA · CRD 174119SEC-Registered

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Lear Corporation

Lear Corporation, the Fortune 200 auto supplier, operates seating and E-Systems globally under CEO Ray Scott. Revenue over $20B.

Lear Corporation

Lear Corporation is an SEC-registered investment adviser in Dallas, TX, registered since 2017. The firm manages $1.2 billion in assets on a discretionary basis. It has 7 employees and 4 investment advisers.

General information

Firm type

other

Year founded

1917

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Southfield

Corporate office

Southfield, MI, United States

Principals

Ray Scott

President and Chief Executive Officer

Jason Cardew

Senior Vice President and Chief Financial Officer

Sector focus

Mobility & TransportationIndustrial Tech

Frequently asked questions

Who makes investment decisions at Lear Corporation?

Investment decisions are made by the CEO (Ray Scott) and CFO (Jason Cardew) within the framework of the firm's capital allocation policy, which is approved by the board of directors. Capital expenditure and M&A proposals require board review for large transactions.

Does Lear Corporation operate as a family office?

No. Lear Corporation is a publicly traded company on the NYSE (ticker: LEA), not a family office. It reports earnings quarterly and is governed by a board elected by public shareholders.

How does Lear deploy its balance sheet capital?

Lear spends primarily on three activities: plant-level capital expenditures for automation and retooling, research and development for seating and electrical systems, and strategic acquisitions. Recent M&A includes I.G. Bauerhin AG (2023) and Kongsberg Automotive's interior comfort unit (2021).

Which sectors does Lear Corporation explicitly avoid?

Lear does not publicly state any explicit avoidance list. However, its operational focus is strictly automotive seating and electrical architecture; it does not invest in software, financial services, or real estate.

What is Lear's geographic investment footprint?

Lear operates in 37 countries across all major vehicle-producing regions, with particular concentration in Europe, North America, and China. It has opened a new technical center in China in 2024 to support electric-vehicle programs.

Does Lear maintain philanthropic structures?

Yes. The Lear Foundation is the corporation's charitable arm, focused on education and community development. It is funded by Lear Corporation and is separate from the company's operating budget.

How does Lear's public company structure distinguish it from a family office?

Unlike a family office, Lear reports quarterly results, holds earnings calls with analysts, and is subject to SEC filing requirements. Its fiduciary duty runs to all shareholders, not to a single family. This creates a short-term performance orientation that family offices often avoid.

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