# Lemuel James Financial

Lemuel James Financial is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 162212
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/162212

## About

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.

## Sectors

- Financial Services
- Private Credit
- Infrastructure
- Real Estate

## People

- Lemuel James — Founder and Principal

## 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.

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Last updated: 2026-07-06T01:24:20.164Z

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