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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 10b 100b

ADRIAN LEE & PARTNERS

LEE OVERLAY PARTNERS LTD, CRD 110822

CO DUBLIN

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:774cbb2a-30e4-78f6-1a97-db962a8fd95e

Data as of Sep 25, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Dec 9, 2011 to Sep 25, 2025
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $21BItem 5.F on the latest filing (2025-09-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $21B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 30
Advisory employees: 16
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 12
Individual clients: 0
High net worth clients: 0
Private funds: 1Schedule D 7.B(1)
SEC number: 801-57009
CRD: 110822
Filings on the tape: 21
First filed: Dec 9, 2011
Latest filed: Sep 25, 2025
Organised: Corporation
Website: aleepartners.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ADRIAN LEE & PARTNERS GLOBAL MACRO FUND LP	Hedge Fund	$7.0M	Sep 26, 2024	1	Sep 28, 2020	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ADRIAN LEE SERVICES LIMITED	Shareholder	E	yes	05/1998	Sep 26, 2024	Sep 26, 2024
FLYNN, CIARA, MARGARET	EXECUTIVE DIRECTOR	Na	yes	03/2010	Sep 27, 2013	Sep 26, 2024
HOGAN, NICHOLA, MARY	CHIEF COMPLIANCE OFFICER	Na	yes	05/2023	Sep 27, 2023	Sep 26, 2024
LEE OVERLAY PARTNERS HOLDING COMPANY LIMITED	Shareholder	E	yes	02/2006	Sep 27, 2013	Sep 26, 2024
LEE, ADRIAN, FRANCIS	PRESIDENT AND CHIEF INVESTMENT OFFICER	E	yes	03/1999	Dec 9, 2011	Sep 26, 2024
MAHON, KEVIN, ANTHONY	EXECUTIVE DIRECTOR	Na	yes	12/2016	Sep 26, 2014	Sep 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ADRIAN LEE & PARTNERS (GENERAL PARTNER) LIMITED	n/a	n/a	n/a	N	yes	n/a
ADRIAN LEE SERVICES LIMITED	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
London	n/a	United Kingdom	9	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Sep 26, 2024	$20B	$20B	28	16	1	1	$7.0M
2023	Sep 27, 2023	$17B	$17B	29	15	1	1	$10.0M
2022	Sep 28, 2022	$15B	$15B	29	15	1	1	$10.0M
2021	Sep 27, 2021	$15B	$15B	27	16	1	1	$11.0M
2020	Sep 28, 2020	$11B	$11B	26	16	1	1	$10.0M
2019	Sep 24, 2019	$14B	$14B	24	14	1	n/a	n/a
2018	Sep 27, 2018	$15B	$15B	25	14	1	n/a	n/a
2017	Sep 28, 2017	$11B	$11B	25	14	n/a	n/a	n/a
2016	Sep 22, 2016	$8.7B	$8.7B	26	14	n/a	n/a	n/a
2015	Sep 25, 2015	$6.2B	$6.2B	22	11	n/a	n/a	n/a
2014	Sep 26, 2014	$5.8B	$5.8B	22	11	n/a	n/a	n/a
2013	Sep 27, 2013	$6.2B	$6.2B	20	14	n/a	n/a	n/a
2012	Sep 28, 2012	$4.0B	$4.0B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$21B	$17B	22.3%	$15B	13.5%	30	29	1	1

Relationships

Advises (1)

→ ADRIAN LEE & PARTNERS GLOBAL MACRO FUND LPPrivate fundHedge Fund, IA
Sep 28, 2020 to presentfactForm ADV

Controls (6)

← LEE, ADRIAN, FRANCISOwnerPRESIDENT AND CHIEF INVESTMENT OFFICER, ownership code E, individual
Dec 9, 2011 to Sep 26, 2024factForm ADV
← FLYNN, CIARA, MARGARETOwnerEXECUTIVE DIRECTOR, ownership code NA, individual
Sep 27, 2013 to Sep 26, 2024factForm ADV
← MAHON, KEVIN, ANTHONYOwnerEXECUTIVE DIRECTOR, ownership code NA, individual
Sep 26, 2014 to Sep 26, 2024factForm ADV
← HOGAN, NICHOLA, MARYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 27, 2023 to Sep 26, 2024factForm ADV
← ADRIAN LEE SERVICES LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Sep 26, 2024 to Sep 26, 2024factForm ADV
← LEE OVERLAY PARTNERS HOLDING COMPANY LIMITEDOwnerSHAREHOLDER, ownership code E, foreign entity
Sep 27, 2013 to Sep 26, 2024factForm ADV

Dated events

Occurred
Sep 27, 2023
Control person joined
Mary Nichola Hogan (Chief Compliance Officer) appeared on Schedule A of Adrian Lee & Partners
Form ADVobserved 4 days ago
Occurred
Sep 27, 2023
Control person left
Mary Elizabeth Oconnor (Chief Compliance Officer) no longer on Schedule A of Adrian Lee & Partners (listed 2022-10-17, absent 2023-09-27)
Form ADVobserved 4 days ago
Occurred
Sep 27, 2021
Regulatory AUM changed
Adrian Lee & Partners reported RAUM $14.5B, up 33% from $11.0B (2020-09-28 to 2021-09-27)
Form ADVobserved 4 days ago
$3.6B
Occurred
Sep 27, 2018
Regulatory AUM changed
Adrian Lee & Partners reported RAUM $15.1B, up 42% from $10.6B (2017-09-28 to 2018-09-27)
Form ADVobserved 4 days ago
$4.5B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:774cbb2a-30e4-78f6-1a97-db962a8fd95e
First observed: Dec 9, 2011
Last observed: Sep 25, 2025 11 months ago
Source families: Federal regulator filings
3 registered feeds 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.

ADRIAN LEE & PARTNERS

LEE OVERLAY PARTNERS LTD, CRD 110822

CO DUBLIN

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:774cbb2a-30e4-78f6-1a97-db962a8fd95e

Data as of Sep 25, 2025 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ADRIAN LEE & PARTNERS GLOBAL MACRO FUND LP

Hedge Fund

$7.0M

Sep 26, 2024

Sep 28, 2020

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ADRIAN LEE SERVICES LIMITED

Shareholder

yes

05/1998

Sep 26, 2024

FLYNN, CIARA, MARGARET

EXECUTIVE DIRECTOR

yes

03/2010

Sep 27, 2013

Sep 26, 2024

HOGAN, NICHOLA, MARY

CHIEF COMPLIANCE OFFICER

yes

05/2023

Sep 27, 2023

Sep 26, 2024

LEE OVERLAY PARTNERS HOLDING COMPANY LIMITED

Shareholder

yes

02/2006

Sep 27, 2013

Sep 26, 2024

LEE, ADRIAN, FRANCIS

PRESIDENT AND CHIEF INVESTMENT OFFICER

yes

03/1999

Dec 9, 2011

Sep 26, 2024

MAHON, KEVIN, ANTHONY

EXECUTIVE DIRECTOR

yes

12/2016

Sep 26, 2014

Sep 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ADRIAN LEE & PARTNERS (GENERAL PARTNER) LIMITED

n/a

yes

n/a

ADRIAN LEE SERVICES LIMITED

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

London

n/a

United Kingdom

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Sep 26, 2024

$20B

$7.0M

2023

Sep 27, 2023

$17B

$10.0M

2022

Sep 28, 2022

$15B

$10.0M

2021

Sep 27, 2021

$15B

$11.0M

2020

Sep 28, 2020

$11B

$10.0M

2019

Sep 24, 2019

$14B

n/a

2018

Sep 27, 2018

$15B

n/a

2017

Sep 28, 2017

$11B

n/a

2016

Sep 22, 2016

$8.7B

n/a

2015

Sep 25, 2015

$6.2B

n/a

2014

Sep 26, 2014

$5.8B

n/a

2013

Sep 27, 2013

$6.2B

n/a

2012

Sep 28, 2012

$4.0B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$21B

$17B

22.3%

$15B

13.5%