RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GORMLEY, MARK, KEVINIPARTNERNA Control
GORMLEY, MARK, KEVINIPARTNERNA Control
GORMLEY, MARK, KEVINIMANAGING MANAGERNA Control
GORMLEY, MARK, KEVINIMANAGING MANAGERNA Control
GORMLEY, MARK, KEVINIMANAGING MANAGERNA Control
GORMLEY, MARK, KEVINIMANAGING MANAGERNA Control
GORMLEY, MARK, KEVINIPARTNERNA Control
GORMLEY, MARK, KEVINIMANAGING MEMBERNA Control
GORMLEY, MARK, KEVINIMANAGING MEMBERNA Control
GORMLEY, MARK, KEVINIMANAGING MEMBERNA Control
GORMLEY, MARK, KEVINIMANAGING MEMBERNA Control
GORMLEY, MARK, KEVINIMANAGING MEMBERNA Control
HOCHBERG, BENJAMINIPARTNERNA Control
HOCHBERG, BENJAMINIPARTNERNA Control
HOCHBERG, BENJAMINIPARTNERNA Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERNA Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERNA Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERNA Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERNA Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERNA Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERNA Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERNA Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERNA Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERNA Control
KIM, YOO JINIPARTNERNA Control
KIM, YOO JINIPARTNERNA Control
KIM, YOO JINIMANAGING MEMBERNA Control
KIM, YOO JINIMANAGING MEMBERNA Control
KIM, YOO JINIMANAGING MEMBERNA Control
KIM, YOO JINIMANAGING MEMBERNA Control
KIM, YOO JINIPARTNERNA Control
KIM, YOO JINIMANAGING MEMBERNA Control
KIM, YOO JINIMANAGING MEMBERNA Control
KIM, YOO JINIMANAGING MEMBERNA Control
KIM, YOO JINIMANAGING MEMBERNA Control
KIM, YOO JINIMANAGING MEMBERNA Control
MORRISON, DAVIDIPARTNERNA Control
MORRISON, DAVIDIPARTNERNA Control
MORRISON, DAVIDIPARTNERNA Control
MORRISON, DAVID, JOSEPHIMANAGING MEMBERNA Control
MORRISON, DAVID, JOSEPHIMANAGING MEMBERNA Control
MORRISON, DAVID, JOSEPHIMANAGING MEMBERNA Control
MORRISON, DAVID, JOSEPHIMANAGING MEMBERNA Control
MORRISON, DAVID, JOSEPHIMANAGING MEMBERNA Control
MORRISON, DAVID, JOSEPHIMANAGING MEMBERNA Control
MORRISON, DAVID, JOSEPHIMANAGING MEMBERNA Control
MORRISON, DAVID, JOSEPHIMANAGING MEMBERNA Control
MORRISON, DAVID, JOSEPHIMANAGING MEMBERNA Control
MacDonald, Caitlyn, AnnIELECTED MANAGERNA Control
MacDonald, Caitlyn, AnnIELECTED MANAGERNA Control
MacDonald, Caitlyn, AnnIELECTED MANAGERNA Control
MacDonald, Caitlyn, AnnIELECTED MANAGERNA Control
MacDonald, Caitlyn, AnnIELECTED MANAGERNA Control
ROTBERG, JOSEPH, BERNARDICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDICHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERNA Control
SCHREIBER, DOUGLASIPARTNERNA Control
SCHREIBER, DOUGLASIPARTNERNA Control
SCHREIBER, DOUGLASIELECTED MANAGERNA Control
SCHREIBER, DOUGLASIELECTED MANAGERNA Control
SCHREIBER, DOUGLASIPARTNERNA Control
WALSH, RICHARD, PAULIPARTNERNA Control
WALSH, RICHARD, PAULIPARTNERNA Control
WALSH, RICHARD, PAULIELECTED MANAGERNA Control
WALSH, RICHARD, PAULIELECTED MANAGERNA Control
WALSH, RICHARD, PAULIELECTED MANAGERNA Control
WALSH, RICHARD, PAULIPARTNERNA Control
LEE, THOMAS, HASKELLICHIEF EXECUTIVE OFFICERE Control
LEE, THOMAS, HASKELLICHIEF EXECUTIVE OFFICERE Control
LEE, THOMAS, HASKELLIMANAGING MEMBERE Control
LEE, THOMAS, HASKELLIMANAGING MEMBERE Control
LEE, THOMAS, HASKELLIMANAGING MEMBERE Control
LEE, THOMAS, HASKELLIMANAGING MEMBERE Control
LEE, THOMAS, HASKELLICHIEF EXECUTIVE OFFICERE Control
LEE, THOMAS, HASKELLIMANAGING MEMBERE Control
LEE, THOMAS, HASKELLIMANAGING MEMBERE Control
LEE, THOMAS, HASKELLIMANAGING MEMBERE Control
LEE, THOMAS, HASKELLIMANAGING MEMBERE Control
LEE, THOMAS, HASKELLIMANAGING MEMBERE Control
LEE, THOMAS, HASKELLIMANAGING MEMBER AND CHAIRMANC Control
LEE, THOMAS, HASKELLIMANAGING MEMBER AND CHAIRMANC Control
ESTATE OF LEE, THOMAS, HASKELLIMANAGING MEMBER AND CHAIRMANB
GORMLEY, MARK, KEVINIMANAGING MEMBERB Control
GORMLEY, MARK, KEVINIMANAGING MEMBERB Control
GORMLEY, MARK, KEVINIMANAGING MEMBERB Control
GORMLEY, MARK, KEVINIMANAGING MEMBERB Control
GORMLEY, MARK, KEVINIMANAGING MEMBERB Control
GORMLEY, MARK, KEVINIMANAGING MEMBERB Control
GORMLEY, MARK, KEVINIMANAGING MEMBERB Control
GORMLEY, MARK, KEVINIMANAGING MEMBERB Control
GORMLEY, MARK, KEVINIMANAGING MEMBERB Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERB Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERB Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERB Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERB Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERB Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERB Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERB Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERB Control
HOCHBERG, BENJAMIN, ALEXISIMANAGING MEMBERB Control
KIM, YOO JINIMANAGING MEMBERB Control
KIM, YOO JINIMANAGING MEMBERB Control
KIM, YOO JINIMANAGING MEMBERB Control
KIM, YOO JINIMANAGING MEMBERB Control
KIM, YOO JINIMANAGING MEMBERB Control
KIM, YOO JINIMANAGING MEMBERB Control
KIM, YOO JINIMANAGING MEMBERB Control
KIM, YOO JINIMANAGING MEMBERB Control
KIM, YOO JINIMANAGING MEMBERB Control
LEE, THOMAS, HASKELLIMANAGING MEMBER AND CHAIRMANB Control
LEE, THOMAS, HASKELLIMANAGING MEMBER AND CHAIRMANB Control
LEE, THOMAS, HASKELLIMANAGING MEMBER AND CHAIRMANB Control
LEE, THOMAS, HASKELLIMANAGING MEMBER AND CHAIRMANB Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERB Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERB Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERB Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERB Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERB Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERB Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERB Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERB Control
ROTBERG, JOSEPH, BERNARDIMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICERB Control
ESTATE OF LEE, THOMAS, HASKELLIMEMBERA
ESTATE OF LEE, THOMAS, HASKELLIMEMBERA

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Address

40 WEST 57TH STREET
SUITE 1620
NEW YORK, NY 10019-4031
United States
Phone: 212-906-4900