LEE EQUITY PARTNERS, LLC

Overview

Lee Equity Partners, LLC is a private equity manager that focuses on pooled investment vehicles for institutional clients. The firm is structured as an LLC, was SEC-registered in 2012, and is owned by an individual. Its primary business role is operating and advising private equity funds while also serving as a sponsor/GP and managing pooled investment vehicles. Lee Equity acts in commodity pool operator/commodity trading advisor (CPO/CTA) capacities in addition to portfolio management for its funds. Investment activity centers on private equity commitments and fund-level management rather than direct retail advisory relationships. The firm does not identify as an active ESG investor. Fee arrangements include a mix of percentage-of-AUM fees, fixed fees and other negotiated charges consistent with private fund economics. Given its client base and structure, Lee Equity allocates capital primarily through its own private equity funds and through select third-party private equity managers when appropriate.

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