No longer SEC-registered. Lee Investment Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$90.5M
Employees
1
Accounts
301
Location
Saratoga Springs, NY
Lee Investment Management LLC assets under management
Lee Investment Management LLC is a registered investment adviser overseen by the SEC based in Saratoga Springs, NY. It reports $90.5 million in regulatory assets under management and employs 1 people.
How much does Lee Investment Management LLC manage?
Lee Investment Management LLC reports $90.5 million in regulatory assets under management on its Form ADV.
How many employees does Lee Investment Management LLC have?
Lee Investment Management LLC reports 1 employees.
Where is Lee Investment Management LLC located?
Lee Investment Management LLC is based in Saratoga Springs, NY.
Does Lee Investment Management LLC disclose fund performance?
Lee Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
63 Putnam St, Suite 202, Saratoga Springs, NY 12866