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St. Clair Jr., Donald Lee

● SEC registered since 2025CRD 151251SEC# 801-133020Roseville, CA
Export (members)
Reg. AUM
$118.5M
Employees
1
Accounts
288
Location
Roseville, CA

St. Clair Jr., Donald Lee assets under management

St. Clair Jr., Donald Lee is a registered investment adviser overseen by the SEC based in Roseville, CA. The firm has been registered since 2025. It reports $118.5 million in regulatory assets under management and employs 1 people.

St. Clair Jr., Donald Lee owners & executives

1 reported
NameTitleOwnershipSince
Donald St. Clair ControlPresident, Cco, MemberOver 75%2009

Frequently asked questions

How much does St. Clair Jr., Donald Lee manage?

St. Clair Jr., Donald Lee reports $118.5 million in regulatory assets under management on its Form ADV.

How many employees does St. Clair Jr., Donald Lee have?

St. Clair Jr., Donald Lee reports 1 employees.

Where is St. Clair Jr., Donald Lee located?

St. Clair Jr., Donald Lee is based in Roseville, CA and has been SEC-registered since 2025.

Does St. Clair Jr., Donald Lee disclose fund performance?

St. Clair Jr., Donald Lee is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2140 Professional Drive, Suite 250, Roseville, CA 95661
Phone(916) 780-1848
Fax(916) 780-1656
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$109.4M
Non-discretionary$9.1M
Total (RAUM)$118.5M