SEC Form ADV · CIK 1391166

LEE FINANCIAL COMPANY, LLC

Registered Investment AdviserTXPrivate EquityHedge Fund
$1.7B
Assets Under Management
1,745
Total Clients
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Registration Details

CIK
1391166
Accession
CRD-105910
Location
DALLAS, TX
Filing Date
March 31, 2026
AUM
$1.7B
Total Clients
1,745
Amendment
No

Investment Strategies

Private EquityHedge FundReal Estate

About this Adviser

LEE FINANCIAL COMPANY, LLC is a registered investment adviser headquartered in DALLAS, TX, managing approximately $1.7B in assets across 1,745 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.