AUMdb

Lem Capital, L.P.

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 159817 · SEC file 801-73703 · Philadelphia, PA · WWW.LEMCAPITAL.COM
☆ Save with Pro ADV data as of Jun 08, 2026
Regulatory AUM
$661M
Discretionary
$661M
Clients
2
Avg AUM / client
$331M
Accounts
2
Employees
21

AUM over time

$353M $978M
Dec 2011 Jun 2026

Annual snapshots from Form ADV filings · as of Jun 08, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 2 $661M 100.0%

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $684M combined gross assets

FundTypeDomicileGross assetsOwners
Lem Multifamily Fund Vi, L.P. Real Estate Fund Delaware $393M 194
Lem Multifamily Fund V, L.P. Real Estate Fund Delaware $291M 86

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
Ibt Consolidated Pension Plan Bd Of Trustees Of Ibt Consolidated Pension Fund Seattle, WA 2024

People (8)

NameRole / titleCredentialsWith firm sinceOwnership
Eisner, Jay, Joel Limited Partner Apr 2002 (24y) 25% – 50%
Miller, Jr., Herbert, Lohrman Limited Partner Apr 2002 (24y) 25% – 50%
Lubert, Ira, Mark Limited Partner Dec 2020 (6y) 10% – 25%
Bradshaw, Allison, Ruth Partner Jan 2021 (6y) 5% – 10%
Walsh, Julianne, Maria Chief Compliance Officer May 2021 (5y) Less than 5%
Biester, Gregory, Thomas Partner Jan 2022 (5y) 5% – 10%
Clausen, Jennifer, Erin Partner Jan 2022 (5y) 5% – 10%
Dilemme, Steven, James Chief Accounting Officer Jan 2023 (4y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Lem Management Gp, Llc General Partner Apr 2002 A Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (2, $684M gross assets)

FundTypeGross assetsMin. investmentOwners
Lem Multifamily Fund Vi, L.P. Real Estate Fund $393M $5.0M 194
Lem Multifamily Fund V, L.P. Real Estate Fund $291M $5.0M 86

From Form ADV Section 7.B private fund reporting.

Retirement plans served (1)

PlanSponsorParticipantsPlan assetsAs of
Ibt Consolidated Pension Plan Bd Of Trustees Of Ibt Consolidated Pension Fund 3,457 $180M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/08/2026 2.29 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.

View current Form ADV (SEC/IAPD) ↗