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Partner, Chief Operating Officer & Chief Compliance Officer · Kutumb Investments LLC

Michael J. Lean

CRD 3096987 · Named on Form ADV at one SEC-registered adviser

At a glance

Kutumb Investments LLC, an SEC-registered asset manager based in Palm Beach Gardens, FL with $250 million in regulatory assets, lists Michael J. Lean on its Form ADV as Partner, Chief Operating Officer & Chief Compliance Officer, a control person.

Firms and roles

  • Kutumb Investments LLCPartner, Chief Operating Officer & Chief Compliance OfficerAsset manager · Palm Beach Gardens, FL · $250M in regulatory assets

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Rishi H DoshiFounder & Chief Investment Officer, Kutumb Investments LLC
  • Ethan R. WilsonPartner & Senior Investment Professional, Kutumb Investments LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.