The LEE FINANCIAL CORP is a privately held investment adviser that advises $1.68Bn in regulatory assets under management held in 3 SEC fund types across 4 investment strategies. LEE FINANCIAL CORP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 42.2% over the last 5-years.
The Group has been registered with the SEC for 51.3 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 8350 N. CENTRAL EXPRESSWAY SUITE 1800, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 39 employees comprised of 22 investment and 17 non-investment staff. The total number of Employees increased by 21.88% over the last 5-years.
Their $1.68Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 11 other accounts. Assets of High Net Worth Individuals clients own $1.47Bn or 87.52% of Total Assets and Individuals own $158.45mn or 9.42% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Real Estate and Traditional LBO, representing 96.66%, 1.57% and 1.15% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $452.63K in assets.
The Group discloses fixed fees and management fees.
LEE FINANCIAL CORP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.