Lee Financial Company
Lee Financial Company is a private equity manager in Dallas, TX. It is registered with the SEC as an investment adviser with $1.7B in regulatory assets and 39 staff.
Funds on file
0
Raised, all funds
None yet
Regulatory assets
$1.7B
Staff
39
Pension investors
None found
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$1.7B
Employees39
Clients220 wealthy individuals, 208 individuals, 11 pension plans and 4 private funds.
Control personsRichard, Rochester Lee, William, Albert Luckey, Patricia, Gamez Stoll, Christina, Susanne Williams.
Private funds12 private funds holding $13.7M in gross assets.
Private funds it reports
FundTypeGross assets
LFC Equity Plus Tail Protection Fund
Hedge fund
$12.4M
LFC Matrix Resources
Private equity
$279K
LFC Borders
Real estate
$222.6K
LFC Novus
Private equity
$204.8K
LFC Stanford
Real estate
$170.3K
LFC Horizon
Real estate
$170.1K
LFC Province
Real estate
$129.9K
LFC Terra
Real estate
$43.8K
LFC Island Partners
Real estate
$29.6K
LFC Energy Resources
Private equity
$25.6K
LFC Summit Resources
Private equity
$18.7K
LFC Energy Royalty
Private equity
$15.2K