Lee Financial
Asset Manager SEC-registered adviser
Legal name: Lee Financial Company, LLC
AUM
$1.7B
Regulatory AUM
Private funds
4
Private Equity 2 · Hedge Fund 1 · Real Estate 1
Private fund assets
$13.5M
Gross asset value
Employees
39
Last Form D raise
—
From SEC Form ADV filing (filed Jul 31, 2026). View on SEC
People(7)
Owners and executive officers named on the firm's SEC Form ADV.
B
C
D
D
J
N
R
Funds(4)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Lfc Equity Plus Tail Protection Fund, LLC. | Hedge Fund | $13.1M | — | — | — | |
| Lfc Horizon | Real Estate | $213K | — | — | — | |
| Lfc Novus LTD | Private Equity | $156K | — | — | — | |
| Lfc Matrix Resources | Private Equity | $84K | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 105910
- SEC file number
- 801-10722
- CIK
- 1391166
Sources
- SEC Form ADV Oct 14, 2026