# Lee Equity Partners, LLC

> Lee Equity Partners, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 157422
- Filed as: LEE EQUITY PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157422
- AdvisorCensus page: https://advisorcensus.com/firm/lee-equity-partners-llc-new-york-ny-157422

## Quick answers

**How is Lee Equity Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Lee Equity Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Lee Equity Partners, LLC located?**
Lee Equity Partners, LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Lee Equity Partners, LLC registered with the SEC or a state?**
Lee Equity Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157422.

**How much does Lee Equity Partners, LLC manage?**
Lee Equity Partners, LLC reports $5,841,786,292 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Lee Equity Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Lee Equity Partners, LLC: Regulatory assets under management: $2,980,883,835 in the October 2021 data and $5,841,786,292 in the October 2026 data, up 96%. Total employees: 31 in October 2021 and 48 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Lee Equity Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (30).

**Does Lee Equity Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157422

**What changed in Lee Equity Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 31 to 35. Regulatory assets under management went from $5,263,487,449 to $5,841,786,292 (+11%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $5,841,786,292
- Discretionary: $5,841,786,292
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 30 | $5,841,786,292 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 48 total, 35 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dallas, TX

### Websites listed on Form ADV (Item 1.I)
- leeequity.com
- LinkedIn @lee-equity-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,980,883,835 | 31 | March 31, 2021 |
| October 2022 | $3,177,818,868 | 32 | March 31, 2022 |
| October 2023 | $4,435,963,282 | 40 | March 29, 2023 |
| October 2024 | $5,175,544,771 | 39 | March 29, 2024 |
| October 2025 | $5,263,487,449 | 41 | March 28, 2025 |
| October 2026 | $5,841,786,292 | 48 | March 31, 2026 |

Regulatory assets under management: $2,980,883,835 in the October 2021 data and $5,841,786,292 in the October 2026 data, up 96%.
Total employees: 31 in October 2021 and 48 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 31 to 35.
- Regulatory assets under management went from $5,263,487,449 to $5,841,786,292 (+11%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lee Equity Partners, LLC (CRD 157422): Form ADV filing data as of October 2026.