DFX Intelligence

Data Factory

1•• L•• C•••••• C••••••••• G•••• I• L••: private fund on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthPrivate fundprivate equity fund3(c)(1)dropped

1•• L•• C•••••• C••••••••• G•••• I• L••

advised by LEE EQUITY PARTNERS, LLC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3567a986-4971-d462-fff4-5b5ad731afe5

Data as of Mar 29, 2019 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jan 2, 2013 to Mar 29, 2019
12 observations

Across DFX

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

Private Equityidentity

2•• L•• C•••••• C••••••••• G•••• I• L••

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: $266,693gross asset value on Schedule D 7.B(1), as of 2019-03-29; never fund size
Peak reported GAV: $266,693
Beneficial owners: 9
Minimum investment: $0
Owned by the adviser: 10000%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 29, 2019	$266,693

Custodians

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

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

Relationships

Advises (1)

← LEE EQUITY PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA, no longer reported
Jan 2, 2013 to Mar 29, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3567a986-4971-d462-fff4-5b5ad731afe5
First observed: Jan 2, 2013
Last observed: Mar 29, 2019 91 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.