LEE EQUITY PARTNERS, LLC
CRD #157422 SEC #801-73418 NEW YORK, NY 212-906-4900
SEC Registered Private Funds
Total AUM
$5.3B
Discretionary
$5.3B
Employees
41
Clients
--
Accounts
29
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5.3B | $5.3B | $0 | 41 | 0 |
| Mar 2024 | $5.2B | $5.2B | $0 | 39 | 0 |
| Mar 2023 | $4.4B | $4.4B | $2.8M | 40 | 0 |
| Mar 2022 | $3.2B | $3.2B | $9.9M | 32 | 0 |
| Mar 2021 | $3B | $2.6B | $355.9M | 31 | 0 |
| Aug 2020 | $2.7B | $2.4B | $237.1M | 24 | 0 |
| Apr 2020 | $2.7B | $2.4B | $237.1M | 24 | 0 |
| Mar 2020 | $2.7B | $2.4B | $237.1M | 24 | 0 |
| Mar 2019 | $2B | $1.8B | $163.9M | 26 | 0 |
| Jul 2018 | $1.7B | $1.5B | $229.8M | 25 | 0 |
| Apr 2018 | $1.7B | $1.5B | $229.8M | 25 | 0 |
| Mar 2018 | $1.7B | $1.5B | $229.8M | 25 | 0 |
| Mar 2017 | $1.7B | $1.4B | $208.9M | 24 | 11 |
| Mar 2016 | $978.3M | $978.3M | $0 | 21 | 11 |
| Mar 2015 | $1.2B | $1.2B | $0 | 19 | 11 |
| Mar 2014 | $1B | $1B | $0 | 21 | 11 |
| Mar 2013 | $1.1B | $1.1B | $0 | 24 | 11 |
| Feb 2013 | $946.5M | $946.5M | $0 | 23 | 11 |
| Jan 2013 | $946.5M | $946.5M | $0 | 23 | 11 |
| Feb 2012 | $934.7M | $934.7M | $0 | -- | 1 |
DateMar 2025
Total AUM$5.3B
Discretionary$5.3B
Non-Disc.$0
Employees41
Clients0
DateMar 2024
Total AUM$5.2B
Discretionary$5.2B
Non-Disc.$0
Employees39
Clients0
DateMar 2023
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$2.8M
Employees40
Clients0
DateMar 2022
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$9.9M
Employees32
Clients0
DateMar 2021
Total AUM$3B
Discretionary$2.6B
Non-Disc.$355.9M
Employees31
Clients0
DateAug 2020
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$237.1M
Employees24
Clients0
DateApr 2020
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$237.1M
Employees24
Clients0
DateMar 2020
Total AUM$2.7B
Discretionary$2.4B
Non-Disc.$237.1M
Employees24
Clients0
DateMar 2019
Total AUM$2B
Discretionary$1.8B
Non-Disc.$163.9M
Employees26
Clients0
DateJul 2018
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$229.8M
Employees25
Clients0
DateApr 2018
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$229.8M
Employees25
Clients0
DateMar 2018
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$229.8M
Employees25
Clients0
DateMar 2017
Total AUM$1.7B
Discretionary$1.4B
Non-Disc.$208.9M
Employees24
Clients11
DateMar 2016
Total AUM$978.3M
Discretionary$978.3M
Non-Disc.$0
Employees21
Clients11
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees19
Clients11
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees21
Clients11
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees24
Clients11
DateFeb 2013
Total AUM$946.5M
Discretionary$946.5M
Non-Disc.$0
Employees23
Clients11
DateJan 2013
Total AUM$946.5M
Discretionary$946.5M
Non-Disc.$0
Employees23
Clients11
DateFeb 2012
Total AUM$934.7M
Discretionary$934.7M
Non-Disc.$0
Employees--
Clients1