ADRIAN LEE & PARTNERS

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Adviser Profile
As of Date 05/15/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 29
of those in investment advisory functions 15
Registration SEC, Approved, 12/23/1999
AUM* 17,387,000,000 17.03%
of that, discretionary 17,387,000,000 17.03%
Private Fund GAV* 10,000,000
Avg Account Size 1,580,636,364 6.39%
SMA’s Yes
Private Funds 1
Contact Info + 3 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
15B 13B 11B 9B 6B 4B 2B
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$10,000,000

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