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Lemuel James Financial

LEMUEL JAMES FINANCIAL is a state-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1...

Lemuel James Financial

LEMUEL JAMES FINANCIAL is a state-registered investment adviser with $18 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Lemuel James

Founder and Principal

Sector focus

Financial ServicesPrivate CreditInfrastructureReal Estate

Frequently asked questions

What investment types does Lemuel James Financial pursue?

The firm pursues direct investments, co-investments, and fund commitments according to its public profile. Its focus areas include financial services, private credit, infrastructure, and real estate. The firm has not disclosed a minimum check size or deal range.

What is the geographic focus of Lemuel James Financial?

The firm's geographic focus is the United States, per its public profile. No international investments have been publicly reported. The office is headquartered in New York City.

Has Lemuel James Financial disclosed any portfolio companies?

As of 2026, Lemuel James Financial has not publicly disclosed any specific portfolio companies or investment exits. Its lack of public portfolio data is common among smaller family offices that prioritize privacy.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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