The LEE OVERLAY PARTNERS LTD is a privately held investment adviser that advises $21.26Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LEE OVERLAY PARTNERS LTD is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 93.89% over the last 5-years.
The Group has been registered with the SEC for 26.62 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at WEST PIER BUSINESS CAMPUS, DUN LAOGHAIRE, CO DUBLIN, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 5 US and Non-US bodies.
They have 30 employees comprised of 16 investment and 14 non-investment staff. The total number of Employees increased by 15.38% over the last 5-years.
Their $21.26Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 10 other accounts. Assets of Government Entities and Pension Plans clients own $17.04Bn or 80.14% of Total Assets and Charitable Organizations own $2.93Bn or 13.8% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Government Entities and Pension Plans and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
LEE OVERLAY PARTNERS LTD names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.