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Lee Financial

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Type

Private Equity Fund of Funds Manager

Location

Dallas TX US

Alternative Asset Classes

PE

Established

1975

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

32
Founded in 1975, Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, investment management and human capital development to high net worth individuals and families in the US.
Asset Class No. of Funds Currently Managed Funds Raised in Last 10 Years Est. Dry Powder Strategies
Private Equity - Fund of Funds
Real Estate - -
Private Debt - -
Infrastructure - -
Natural Resources - -
Asset Class No. of Funds Currently Managed AuM Date of AuM Strategies
Hedge Funds 0 -

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12 Known Decision Makers

Contact Name Position Location Email Telephone Asset Class
Chief Compliance Officer & Human Resources Manager Dallas, US PE
Chief Financial Officer, Business & Human Capital Strategist Dallas, US PE
Director of Investments Dallas, US PE
Director of Operations & Client Service Dallas, US PE
Director of Portfolio Management Dallas, US PE

Showing 5 of 12 known decision makers at Lee Financial

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