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| Lee Equity Partners LLC
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| CRD # | 157422 |
| SEC # | 801-73418 |
| CIK # | 0001408700 |
| AUM | $5.3 B (2025-03-28) |
| Employees | 41 (76% Investors, 0% Brokers) |
| Phone | 212-906-4900 |
| Address | 40 West 57th Street New York, NY 10019-4031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Freshworks Inc | 20.9 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | 28 Lee Equity Partners Fund IV Co-Invest LP | 2024-03-29 | 28.4 | |
| PE | 29 LEP PCS Co-Invest LP | [2024-03-29] | 0.0 | 160.3 |
| PE | 20 LEP BHP Co-Invest LP | 2023-03-29 | 252.6 | |
| PE | 21 LEP Captive Co-Invest II LP | 2023-03-29 | 251.8 | |
| PE | 22 LEP Captive Co-Invest II A LP | 2023-03-29 | 159.0 | |
| PE | 23 LEP Cardio Co-Invest LP | 2023-03-29 | 152.4 | |
| PE | 24 Lee Equity Partners Fund IV LP | [2023-03-29] | 1,072.8 | 558.1 |
| PE | 25 Lee Equity Partners Fund IV A LP | 2023-03-29 | 792.7 | |
| PE | 26 Lee Equity Strategic Partners Fund IV LP | 2023-03-29 | 42.6 | |
| PE | 27 Lee Equity Partners Fund IV Employee Co-Invest LP | 2023-03-29 | 48.9 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 29 | 5.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 29 | 5.3 |
| By Discretionary | ||
| Discretionary | 29 | 5.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 29 | 5.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Thomas Lee | 140 | ||
| David Morrison | 12 | ||
| Mark Gormley | 23 | ||
| Joseph Rotberg | 14 | ||
| Daniel Rodriguez | 13 | ||
| Benjamin Hochberg | 10 | ||
| Yoo Jin Kim | 8 | ||
| Mark Mauceri | 4 | ||
| Collins Ward | 4 | ||
| Christian Chauvet | 3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001408700] |
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