| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lfc Equity Plus Tail Protection Fund, LLC. | Hedge | $13M | $100K |
| Lfc Horizon | Real Estate | $211K | $50K |
| Lfc Matrix Resources | Private Equity | $193K | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Scott Shae | Director Of Operations And Client Services / Owner | 5-10% | 2023 |
| Christina Susanne Williams Control | President / Owner | 10-25% | 2020 |
| Daniel Scott Peters | Senior Portfolio Manager / Owner | 10-25% | 2020 |
Lee Financial Company, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Lee Financial Company, LLC manages 4 private funds with combined gross assets of $13.6 million.
Lee Financial Company, LLC reports 39 employees.
Lee Financial Company, LLC is based in Dallas, TX and has been SEC-registered since 1975.
Lee Financial Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8350 N. Central Expressway, Suite 1800, Dallas, TX 75206 |
| Phone | 972-960-1001 |
| Fax | 972-404-1123 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1391166 |
| Discloses disciplinary history | No |
| Discretionary | $1.48B |
| Non-discretionary | $13.8M |
| Total (RAUM) | $1.5B |