LEE INVESTMENT MANAGEMENT LLC
CRD #120535 SEC #801-107644 SARATOGA SPRINGS, NY 518-580-0088
SEC Registered
Total AUM
$90.5M
Discretionary
$90.5M
Employees
1
Clients
51
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $90.5M | $90.5M | $0 | 1 | 34 |
| Mar 2024 | $75.3M | $75.3M | $0 | 1 | 40 |
| Sep 2023 | $54.8M | $54.8M | $0 | 1 | 32 |
| May 2023 | $54.8M | $54.8M | $0 | 1 | 32 |
| Mar 2023 | $54.8M | $54.8M | $0 | 1 | 32 |
| Oct 2022 | $63.7M | $63.7M | $0 | 1 | 24 |
| Mar 2022 | $63.7M | $63.7M | $0 | 1 | 24 |
| Mar 2021 | $51.5M | $51.5M | $0 | 1 | 15 |
| Mar 2021 | $51.5M | $51.5M | $0 | 1 | 15 |
| Jun 2020 | $41.1M | $41.1M | $0 | 1 | 35 |
| Mar 2020 | $41.1M | $41.1M | $0 | 1 | 35 |
| Mar 2019 | $40.9M | $40.9M | $0 | 1 | 31 |
| Nov 2018 | $31.7M | $31.7M | $0 | 1 | 0 |
| Mar 2018 | $31.7M | $31.7M | $0 | 1 | 0 |
| Mar 2017 | $26.1M | $26.1M | $0 | 1 | 26 |
| Jun 2016 | $34.1M | $28M | $6.1M | 1 | 26 |
| Jun 2016 | $34.1M | $28M | $6.1M | 1 | 26 |
| Apr 2016 | $34.1M | $28M | $6.1M | 1 | 26 |
| Mar 2016 | $34.1M | $28M | $6.1M | 1 | 26 |
DateFeb 2025
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees1
Clients34
DateMar 2024
Total AUM$75.3M
Discretionary$75.3M
Non-Disc.$0
Employees1
Clients40
DateSep 2023
Total AUM$54.8M
Discretionary$54.8M
Non-Disc.$0
Employees1
Clients32
DateMay 2023
Total AUM$54.8M
Discretionary$54.8M
Non-Disc.$0
Employees1
Clients32
DateMar 2023
Total AUM$54.8M
Discretionary$54.8M
Non-Disc.$0
Employees1
Clients32
DateOct 2022
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees1
Clients24
DateMar 2022
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees1
Clients24
DateMar 2021
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees1
Clients15
DateMar 2021
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees1
Clients15
DateJun 2020
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees1
Clients35
DateMar 2020
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees1
Clients35
DateMar 2019
Total AUM$40.9M
Discretionary$40.9M
Non-Disc.$0
Employees1
Clients31
DateNov 2018
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees1
Clients26
DateJun 2016
Total AUM$34.1M
Discretionary$28M
Non-Disc.$6.1M
Employees1
Clients26
DateJun 2016
Total AUM$34.1M
Discretionary$28M
Non-Disc.$6.1M
Employees1
Clients26
DateApr 2016
Total AUM$34.1M
Discretionary$28M
Non-Disc.$6.1M
Employees1
Clients26
DateMar 2016
Total AUM$34.1M
Discretionary$28M
Non-Disc.$6.1M
Employees1
Clients26