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RIA / WealthPrivate fundprivate equity fund3(c)(1)3(c)(7)

26: LEE EQUITY PARTNERS FUND IV, L.P.

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:699cd9dc-673e-ca27-bcf8-986c22952cb6

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 29, 2023 to Mar 29, 2024
2 observations

Across DFX

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

Private Equityidentity

26: Lee Equity Partners Fund IV, L.P.

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: $456Mgross asset value on Schedule D 7.B(1), as of 2024-03-29; never fund size
Peak reported GAV: $456M
Beneficial owners: 43
Minimum investment: $0
Owned by the adviser: 200%
Owned by funds of funds: 4000%
Owned by non-US persons: 0%
Clients solicited: no
Form D file number: 021-443243an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 29, 2023
Last reported: Mar 29, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 2
Fund id: 805-9387850046

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, 2024	$456M	43	$0	200.0%	yes	26: LEE EQUITY PARTNERS FUND IV, L.P.
Mar 29, 2023	$301M	27	$0	200.0%	yes	26: LEE EQUITY PARTNERS FUND IV, L.P.

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
SILICON VALLEY BANK	SILICON VALLEY BANK	NEW YORK	New York	United States	no	n/a

Relationships

Advises (1)

← LEE EQUITY PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA
Mar 29, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:699cd9dc-673e-ca27-bcf8-986c22952cb6
First observed: Mar 29, 2023
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.

26: LEE EQUITY PARTNERS FUND IV, L.P.

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:699cd9dc-673e-ca27-bcf8-986c22952cb6

Data as of Mar 29, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Mar 29, 2024

$456M

200.0%

yes

26: LEE EQUITY PARTNERS FUND IV, L.P.

Mar 29, 2023

$301M

200.0%

yes

26: LEE EQUITY PARTNERS FUND IV, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

Citibank

CITIBANK, N.A.

NEW YORK

New York

United States

n/a

SILICON VALLEY BANK

NEW YORK

New York

United States

n/a