Lee Equity Partners provides investment advice to private equity investment funds, seeking to invest in middle-market growth businesses. The firm's investment professionals have expertise in financial, healthcare, and business services. Lee Equity was formed in 2006 and is led by its Partners.
Assets Under Management$5.3B
Clients29
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Lee Equity Partners does not directly manage investments for individual investors. It manages investments for private equity funds, and receives management fees as specified in the fund's partnership agreement. Some clients may pay reduced or no management fees. The firm may also receive directors, consulting, monitoring and other similar fees or other transaction fees in connection with the investment activities of the Funds.
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