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RE fundsReal estate fund manageriaunder 1bunclassified · candidate

LEE Financial Company, LLC

Real Estate Funds

Dallas, TX

Search this name across graphsid dfx:ref:32d6d633-cb60-402a-b4e4-12c65d1203fd

Data as of Sep 15, 2026 (this record's last observation) from Adviser-reported funds; Property side (read only); Capital side; Manager sites. Page built Sep 19, 2026, 12:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 25
On other graphs: 3
Observed: Sep 15, 2026 to Sep 15, 2026
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

LEE Financial Company, LLC

Private equity manager · shared crd

Independent Sponsorsidentity

LEE Financial Company, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

LEE FINANCIAL COMPANY, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Website: leefin.com
Reported GAV: $766,282gross asset value on the latest filing, feeders excluded, quarantined above 3x RAUM; not fund size
GAV as reported: $766,282before the feeder and quarantine rules; a quarantined manager enters no total
Strategy class: UNCLASSIFIEDinferencea candidate from the manager's own site read until its quote verification passes
RAUM: $1.3Bregulatory assets as filed
Vehicles, current: 6
Vehicles, ever: 15
First real estate filing: 2012
Latest ADV filing: Apr 16, 2024
Bound properties: 0derivedthrough validated holding bindings only
Loans: 0derivedon bound holdings
Lenders: 0derivedon bound holdings
Allocators naming this manager: 0derivedpublic pension commitment lists
CRD: 105910
SEC number: 801-10722

Vehicles

Real Estate Fund vehicles this adviser swore on Schedule D 7.B(1); GAV is gross asset value as filed, never fund size, and a feeder repeats its master and is excluded from the manager's sum

Vehicle	Kind	GAV, latest	As of	Quarantined	Owners	Vintage	First reported	Lifecycle	Current
LFC Borders Ltd	Fund of funds	$222,597	Apr 16, 2024	no	91	n/a	2012	Winding down	yes
LFC Stanford Ltd	Fund of funds	$170,292	Apr 16, 2024	no	119	n/a	2012	Winding down	yes
LFC Horizon	Fund of funds	$170,104	Apr 16, 2024	no	74	n/a	2012	Winding down	yes
LFC Province Ltd	Fund of funds	$129,926	Apr 16, 2024	no	58	n/a	2012	Winding down	yes
LFC Terra Ltd	Fund of funds	$43,799	Apr 16, 2024	no	86	n/a	2012	Winding down	yes
LFC Island Partners Ltd	fund	$29,564	Apr 16, 2024	no	33	n/a	2012	Winding down	yes
LFC Regions Ltd	Fund of funds	$645,331	Nov 15, 2019	no	82	n/a	2012	Dropped	no
Addison, Arlington, Grapevine Land Ltd	Fund of funds	$583,414	Mar 27, 2015	no	32	n/a	2012	Dropped	no
LFC Austin Promontory Ltd	fund	$558,342	Mar 27, 2014	no	1	n/a	2012	Dropped	no
LFC Property Group II	Fund of funds	$170,485	Aug 7, 2018	no	12	n/a	2012	Dropped	no
Everman Parkway Ltd	fund	$85,955	Mar 27, 2015	no	32	n/a	2012	Dropped	no
LFC Century	Fund of funds	$30,064	Mar 31, 2021	no	87	n/a	2012	Dropped	no
LFC Target Performance Fund Ltd.	Fund of funds	$10,548	Dec 8, 2023	no	46	n/a	2012	Dropped	no
Ellis Crowley Ltd	fund	$0	Oct 18, 2013	no	0	n/a	2012	Dropped	no
LFC Property Group Ltd	Fund of funds	$0	Oct 18, 2013	no	0	n/a	2012	Dropped	no

Reported GAV by year

the sum of gross asset value over this manager's non-feeder vehicle rows per calendar year, as filed; the manager-level quarantine (summed GAV above three times its own RAUM) is a flag on the card and is not applied here; 129 rows folded into 13

Year	Vehicles reporting	GAV, sum
2024	6	$766,282
2023	7	$5.8M
2022	7	$8.6M
2021	8	$7.9M
2020	8	$8.0M
2019	9	$13.0M
2018	10	$19.2M
2017	10	$18.1M
2016	9	$15.1M
2015	12	$22.9M
2014	13	$28.6M
2013	15	$29.9M
2012	15	$39.3M

Relationships

Employs (7)

→ Richard Rochester LeePrincipalChairman, Ceo & Founder
Sep 1, 2010 to presentfactForm ADV
→ Christina Susanne WilliamsPrincipalPresident / Owner
Feb 1, 2020 to presentfactForm ADV
→ Patricia Gamez StollPrincipalChief Compliance Officer
Oct 1, 2019 to presentfactForm ADV
→ William Albert LuckeyPrincipalChief Financial Officer / Owner
Feb 1, 2020 to presentfactForm ADV
→ Daniel Scott PetersPrincipalSenior Portfolio Manager / Owner
Dec 1, 2020 to presentfactForm ADV
→ Danny Ray BoycePrincipalSenior Portfolio Manager / Owner
Dec 1, 2020 to presentfactForm ADV
→ Nicholas Shawn GibsonPrincipalSenior Financial Planner / Owner
Dec 1, 2020 to presentfactForm ADV

Manages (15)

→ Ellis Crowley LtdReal estate fund vehiclefund
Mar 26, 2012 to presentfactForm ADV
→ LFC Borders LtdReal estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV
→ LFC Island Partners LtdReal estate fund vehiclefund
Mar 26, 2012 to presentfactForm ADV
→ LFC Property Group LtdReal estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV
→ LFC Property Group II LtdReal estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV
→ LFC Province LtdReal estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV
→ LFC Regions LtdReal estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV
→ Addison, Arlington, Grapevine Land LtdReal estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV
→ Everman Parkway LtdReal estate fund vehiclefund
Mar 26, 2012 to presentfactForm ADV
→ LFC Austin Promontory LtdReal estate fund vehiclefund
Mar 26, 2012 to presentfactForm ADV
→ LFC CenturyReal estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV
→ LFC HorizonReal estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV
→ LFC Stanford LtdReal estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV
→ LFC Terra LtdReal estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV
→ LFC Target Performance Fund Ltd.Real estate fund vehicleFund of funds
Mar 26, 2012 to presentfactForm ADV

Owns (2)

← LEE, Richard, RochesterOrgActive
Mar 1, 2016 to presentfactForm ADV
← LFC Holding Co.OrgOwner
Mar 1, 2016 to presentfactForm ADV

Dated events

Occurred
Mar 29, 2024
Vehicle dropped from Form ADV
LFC Target Performance Fund Ltd. no longer reported on Form ADV by LEE Financial Company, LLC
Form ADVobserved 3 days ago
Occurred
Mar 31, 2022
Vehicle dropped from Form ADV
LFC Century no longer reported on Form ADV by LEE Financial Company, LLC
Form ADVobserved 3 days ago
Occurred
Feb 28, 2020
Vehicle dropped from Form ADV
LFC Regions Ltd no longer reported on Form ADV by LEE Financial Company, LLC
Form ADVobserved 3 days ago
Occurred
Mar 30, 2016
Vehicle dropped from Form ADV
LFC Property Group II no longer reported on Form ADV by LEE Financial Company, LLC
Form ADVobserved 3 days ago
Occurred
Mar 30, 2016
Vehicle dropped from Form ADV
Everman Parkway Ltd no longer reported on Form ADV by LEE Financial Company, LLC
Form ADVobserved 3 days ago
Occurred
Mar 30, 2016
Vehicle dropped from Form ADV
Addison, Arlington, Grapevine Land Ltd no longer reported on Form ADV by LEE Financial Company, LLC
Form ADVobserved 3 days ago
Occurred
Mar 27, 2015
Vehicle dropped from Form ADV
LFC Austin Promontory Ltd no longer reported on Form ADV by LEE Financial Company, LLC
Form ADVobserved 3 days ago
Occurred
Mar 27, 2014
Vehicle dropped from Form ADV
LFC Property Group Ltd no longer reported on Form ADV by LEE Financial Company, LLC
Form ADVobserved 3 days ago
Occurred
Mar 27, 2014
Vehicle dropped from Form ADV
Ellis Crowley Ltd no longer reported on Form ADV by LEE Financial Company, LLC
Form ADVobserved 3 days ago
Occurred
Mar 26, 2012
Manager's first real estate fund filing
LEE Financial Company, LLC first filed Form ADV in the extract (IA)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Property Group II first reported on Form ADV by LEE Financial Company, LLC, GAV $6,790,228 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$6.8M
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
Addison, Arlington, Grapevine Land Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $432,318 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$432,318
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
Ellis Crowley Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $184 (tape start: the fund may be older)
Form ADVobserved 3 days ago
184 USD_GAV
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
Everman Parkway Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $95,490 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$95,490
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Property Group Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $2,096,391 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$2.1M
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Austin Promontory Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $429,486 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$429,486
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Century first reported on Form ADV by LEE Financial Company, LLC, GAV $345,678 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$345,678
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Island Partners Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $5,301,834 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$5.3M
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Horizon first reported on Form ADV by LEE Financial Company, LLC, GAV $1,634,450 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$1.6M
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Stanford Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $5,384,188 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$5.4M
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Terra Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $1,025,367 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$1.0M
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Target Performance Fund Ltd. first reported on Form ADV by LEE Financial Company, LLC, GAV $1,974,902 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$2.0M
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Province Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $4,714,270 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$4.7M
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Borders Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $8,125,629 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$8.1M
Occurred
Mar 26, 2012
Vehicle first reported on Form ADV
LFC Regions Ltd first reported on Form ADV by LEE Financial Company, LLC, GAV $962,175 (tape start: the fund may be older)
Form ADVobserved 3 days ago
$962,175

Provenance

Graph: Real Estate Funds
Canonical id: dfx:ref:32d6d633-cb60-402a-b4e4-12c65d1203fd
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEE Financial Company, LLC

Real Estate Funds

Dallas, TX

Search this name across graphsid dfx:ref:32d6d633-cb60-402a-b4e4-12c65d1203fd

Vehicle

Kind

GAV, latest

As of

Quarantined

Owners

Vintage

First reported

Lifecycle

Current

Allocators

LFC Borders Ltd

Fund of funds

$222,597

Apr 16, 2024

n/a

2012

Winding down

yes

LFC Stanford Ltd

Fund of funds

$170,292

Apr 16, 2024

119

n/a

2012

Winding down

yes

LFC Horizon

Fund of funds

$170,104

Apr 16, 2024

n/a

2012

Winding down

yes

LFC Province Ltd

Fund of funds

$129,926

Apr 16, 2024

n/a

2012

Winding down

yes

LFC Terra Ltd

Fund of funds

$43,799

Apr 16, 2024

n/a

2012

Winding down

yes

LFC Island Partners Ltd

fund

$29,564

Apr 16, 2024

n/a

2012

Winding down

yes

LFC Regions Ltd

Fund of funds

$645,331

Nov 15, 2019

n/a

2012

Dropped

Addison, Arlington, Grapevine Land Ltd

Fund of funds

$583,414

Mar 27, 2015

n/a

2012

Dropped

LFC Austin Promontory Ltd

fund

$558,342

Mar 27, 2014

n/a

2012

Dropped

LFC Property Group II

Fund of funds

$170,485

Aug 7, 2018

n/a

2012

Dropped

Everman Parkway Ltd

fund

$85,955

Mar 27, 2015

n/a

2012

Dropped

LFC Century

Fund of funds

$30,064

Mar 31, 2021

n/a

2012

Dropped

LFC Target Performance Fund Ltd.

Fund of funds

$10,548

Dec 8, 2023

n/a

2012

Dropped

Ellis Crowley Ltd

fund

Oct 18, 2013

n/a

2012

Dropped

LFC Property Group Ltd

Fund of funds

Oct 18, 2013

n/a

2012

Dropped

Year

Vehicles reporting

GAV, sum

2024

$766,282

2023

$5.8M

2022

$8.6M

2021

$7.9M

2020

$8.0M

2019

$13.0M

2018

$19.2M

2017

$18.1M

2016

$15.1M

2015

$22.9M

2014

$28.6M

2013

$29.9M

2012

$39.3M