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Lee Equity Partners, LLC

● SEC registered since 2012CRD 157422SEC# 801-73418New York, NY
Export (members)
Ranks #1,050 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$5.26B
Fund GAV
$5.26B
Private funds
29
Employees
41
Accounts
29
Location
New York, NY

Lee Equity Partners, LLC assets under management

Lee Equity Partners, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2012. It reports $5.3 billion in regulatory assets under management and employs 41 people. Lee Equity Partners, LLC manages 29 private funds with combined gross assets of $5.3 billion, including 25: Lee Equity Partners Fund Iv(a), LP. By regulatory assets, it ranks 1,050 of 5,911 private fund managers.

Lee Equity Partners, LLC private funds

29 funds · $5.26B GAV
FundTypeGross assetsMin.
25: Lee Equity Partners Fund Iv(a), LPPrivate Equity$792.7M
02: Lee Equity Partners Fund Iii(a), L.P.Private Equity$773.3M
24: Lee Equity Partners Fund IV, L.P.Private Equity$558.1M
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Lee Equity Partners, LLC owners & executives

5 reported
NameTitleOwnershipSince
Benjamin Alexis Hochberg ControlManaging Member10-25%2006
Joseph Bernard Rotberg ControlManaging Member, Chief Compliance Officer, Chief Financial Officer10-25%2006
Mark Kevin Gormley ControlManaging Member10-25%2007
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Frequently asked questions

How much does Lee Equity Partners, LLC manage?

Lee Equity Partners, LLC reports $5.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Lee Equity Partners, LLC manage?

Lee Equity Partners, LLC manages 29 private funds with combined gross assets of $5.3 billion.

How many employees does Lee Equity Partners, LLC have?

Lee Equity Partners, LLC reports 41 employees.

Where is Lee Equity Partners, LLC located?

Lee Equity Partners, LLC is based in New York, NY and has been SEC-registered since 2012.

Does Lee Equity Partners, LLC disclose fund performance?

Lee Equity Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40 West 57th Street, Suite 1620, New York, NY 10019-4031
Phone212-906-4900
Fax212-702-3787
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1408700
Discloses disciplinary historyNo

Assets under management

Discretionary$5.26B
Non-discretionary$0
Total (RAUM)$5.26B

Service providers

Auditor