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LEE EQUITY PARTNERS, LLC

NEW YORK, NY · CRD 157422 · IAPD ↗ · 212-906-4900

$5.84BRegulatory AUM
35Advisory reps
48Employees
0Clients
n/aPlanning clients
30Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2025 — LEE EQUITY PARTNERS, LLC grew from 26 to 31 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.