Lenape Investments, LLC

Lenape Investments provides discretionary, separately managed equity portfolios primarily for high‑net‑worth individuals and their families. Like many independent advisers, the firm is compensated through asset‑based management fees, requires a minimum investment of $100,000, and typically targets clients or family groups with $1,000,000 or more in investable assets, managing roughly $36.4 million across about 15 client relationships.

The firm uses an internally developed, fundamental‑based investment process that emphasizes bottom‑up company analysis (approximately 80% of its research) with a complementary 20% allocation to macroeconomic and technical inputs. Portfolios are concentrated—typically 30–40 U.S. large‑cap stocks—managed in a core growth/value style with an emphasis on low turnover, individualized Investment Policy Statements, and limited use of mutual funds or sub‑advisors unless client‑directed.

Noteworthy characteristics relative to peers include a separate‑account only approach and an explicit policy against routine use of third‑party products, resulting in bespoke portfolios rather than pooled funds. As a solo advisory practice the firm maintains a low client‑to‑manager ratio with weekly account reviews, tax‑aware trade aggregation practices (buys aggregated when appropriate; sells placed account‑by‑account for tax purposes), and formal policies that prioritize client transactions over personal trading.