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.

Adviser

LEE FINANCIAL COMPANY, LLCCRD 105910

Fund type

MULTI MANAGER

Latest reported GAV

$202,990gross asset value on Schedule D 7.B(1), as of 2015-03-27; never fund size

Peak reported GAV

$4.4M

Beneficial owners

44

Minimum investment

$50,000

Owned by the adviser

0%

Owned by funds of funds

0%

Owned by non-US persons

0%

Clients solicited

no

Form D file number

021-999999an 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

Texas, United States

First reported

Mar 26, 2012

Last reported

Mar 27, 2015fund reporting on the SEC extract ends 2024-12-31

Filings reporting it

8

Fund id

805-9676100817

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d79afef2-1a2e-16d9-ff70-a23991d60773

First observed

Mar 26, 2012

Last observed

Mar 27, 2015 139 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.