LEE EQUITY PARTNERS, LLC
Latest filing: Mar 28, 2025 (205 days ago)
AUM
$5,263,487,449
2% change vs. 1 year ago
66% change vs. 3 years ago
98% change vs. 5 years ago
338% change vs. 10 years ago
Employee Count
41
5% change vs. 1 year ago
28% change vs. 3 years ago
71% change vs. 5 years ago
116% change vs. 10 years ago
Main Office
NEW YORK, NY
40 WEST 57TH STREET, NEW YORK, NY, UNITED STATES, 10019-4031
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $5.3 |
| Non-Discretionary | $0.0 |
| Total | $5.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $5.3 |
| Institutional | $0.0 |
| Total | $5.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| LEE EQUITY PARTNERS IV GP, LLC | $0.0 | - | |
| LEE EQUITY PARTNERS REALIZATION FUND GP, LLC | $0.0 | - | |
| LEE EQUITY PARTNERS III GP, LLC | $0.0 | - | |
| LEE EQUITY PARTNERS II GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
5 active
| Name | Title |
|---|---|
| ESTATE OF LEE, THOMAS, HASKELL | MEMBER |
| ROTBERG, JOSEPH, BERNARD | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER |
| GORMLEY, MARK, KEVIN | MANAGING MEMBER |
| HOCHBERG, BENJAMIN, ALEXIS | MANAGING MEMBER |
| KIM, YOO JIN | MANAGING MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $5.3 | $0.0 | 0% | 41 | 0 | 0% |
| 2025-04-21 | $5.3 | $0.0 | 0% | 41 | 0 | 0% |
| 2024-04-02 | $5.2 | $0.1 | 2% | 39 | 2 | 5% |
| 2023-04-04 | $4.4 | $0.8 | 19% | 40 | 1 | 2% |
| 2022-04-01 | $3.2 | $2.1 | 66% | 32 | 9 | 28% |
| 2021-04-05 | $3.0 | $2.3 | 77% | 31 | 10 | 32% |
| 2020-04-01 | $2.7 | $2.6 | 98% | 24 | 17 | 71% |
| 2019-04-01 | $2.0 | $3.3 | 165% | 26 | 15 | 58% |
| 2018-04-02 | $1.7 | $3.6 | 209% | 25 | 16 | 64% |
| 2017-04-01 | $1.7 | $3.6 | 218% | 24 | 17 | 71% |
| 2016-04-01 | $1.0 | $4.3 | 438% | 21 | 20 | 95% |
| 2015-04-01 | $1.2 | $4.1 | 338% | 19 | 22 | 116% |
| 2014-04-01 | $1.0 | $4.2 | 408% | 21 | 20 | 95% |
| 2013-04-01 | $1.1 | $4.2 | 392% | 24 | 17 | 71% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV