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LENDINGROBOT

Legal name: LEND ACADEMY INVESTMENTS, LLC

CRD 169878File 801-100372
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.2M
Bottom 25% of cohort (national)
Discretionary AUM
$12.2M
Clients
611
611 accounts
Employees
2

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Jun 25, 2015
Principal office
Not reported
Phone
(646) 346-1048

Assets & accounts

ADV Item 5F
Total regulatory AUM
$12.2M
Discretionary AUM
$12.2M
Non-discretionary AUM
$0
Discretionary accounts
611
Non-discretionary accounts
0
Total accounts
611
AUM per client
$20K

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles2$1.3M
Individuals (other than high net worth individuals)609$10.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Other
  • Publications
  • Selection of other advisers
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11C3
  • Q11C5

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.