DFX Intelligence

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RIA / WealthPrivate fundprivate equity fund3(c)(7)

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advised by LEE EQUITY PARTNERS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:1c841f36-250d-576a-5f28-206013c865b9

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2017 to Mar 29, 2024
12 observations

Across DFX

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

Private Equityidentity

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Private equity fund · shared adv fund id

Facts

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

Adviser: LEE EQUITY PARTNERS, LLCCRD 157422
Fund type: Private Equity Fund
Latest reported GAV: $18.5M••• Locked
Peak reported GAV: $75.8M
Beneficial owners: 75
Minimum investment: $0
Owned by the adviser: 1300%
Owned by funds of funds: 2400%
Owned by non-US persons: 3400%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 29, 2024	$18.5M

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
BANK OF AMERICA CORPORATION	BANK OF AMERICA CORPORATION	NEW YORK	New York	United States	no	n/a
CITIBANK, N.A.	CITIBANK, N.A.	NEW YORK	New York	United States	no	n/a
JP MORGAN CHASE BANK, N.A.	JP MORGAN CHASE BANK, N.A.	NEW YORK

Relationships

Advises (1)

← LEE EQUITY PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA
Mar 29, 2017 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1c841f36-250d-576a-5f28-206013c865b9
First observed: Mar 29, 2017
Last observed: Mar 29, 2024 30 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.