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ADRIAN LEE & PARTNERS
LEE OVERLAY PARTNERS LTD
CRD 110822 · SEC 801-57009
WEST PIER BUSINESS CAMPUS, DUN LAOGHAIRE, CO DUBLIN, A96 F8C0, Ireland
Phone
+ 353 1 6318500
Fax
+ 353 1 660 2948
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$21.26B
Discretionary AUM
$21.26B
Team
30 total employees; 16 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2025-09-25
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $9.0M |
| Pension/profit sharing plans | 2 | $1.28B |
| Charitable organizations | 2 | $2.93B |
| State/municipal entities | 6 | $17.04B |
All web addresses on file
Official SEC filing: View on IAPD