Lee Financial Company LLC

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Lee Financial Company LLC ✚
CRD #	105910
SEC #	801-10722
CIK #	0000058340, 0001391166
AUM	$1.5 B (2025-07-11)
Employees	39 (56% Investors, 0% Brokers)
Phone	972-960-1001
Address	8350 N Central Expressway Dallas, TX 75206
Source	[IAPD] [EDGAR] [Website] [LinkedIn]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	SPDR Gold Trust	23.7
	Apple Inc	14.2
	Microsoft Corp	7.9
	Broadcom Inc	6.5
	J P Morgan Chase & Co	3.2
	Philip Morris International Inc	3.0
	Nvidia Corp	2.9
	Home Depot Inc	2.4
	Exxon Mobil Corp	2.3
	AbbVie Inc	2.3

Holdings by Sector ($M)

Type	Form D Funds	Date	AUM ($M)
HF	LFC Equity Plus Tail Protection Fund LLC	2022-03-31	13.0
RE	Addison Arlington Grapevine Land Ltd	[2012-03-26]	0.6
RE	Ellis Crowley Ltd	2012-03-26	0.0
RE	Everman Parkway Ltd	2012-03-26	0.1
Other	LFC 1990 Hedge Fund Ltd	[2012-03-26]	0.2
HF	LFC Alpha Ltd	2012-03-26	30.1
PE	LFC Assignment Ltd	2012-03-26	0.1
RE	LFC Austin Promontory Ltd	2012-03-26	0.4
RE	LFC Borders Ltd	2012-03-26	0.2
RE	LFC Century	2012-03-26	0.0
PE	LFC Delta Fund Ltd	2012-03-26	0.1
PE	LFC Energy Resources Ltd	2012-03-26	0.0
PE	LFC Energy Royalty Ltd	[2012-03-26]	0.0
HF	LFC Foreign Fund Ltd	[2012-03-26]	3.9
HF	LFC Global Hedge Ltd	[2012-03-26]	0.7
RE	LFC Horizon	2012-03-26	0.2
RE	LFC Island Partners Ltd	[2012-03-26]	0.0
PE	LFC Matrix Resources	[2012-03-26]	0.2
PE	LFC Novus Ltd	2012-03-26	0.2
PE	LFC Olympus Ltd	2012-03-26	0.0
PE	LFC Omega Ltd	[2012-03-26]	0.0
PE	LFC OMNI Ltd	2012-03-26	0.1
PE	LFC Orion Ltd	2012-03-26	0.0
RE	LFC Property Group II	2012-03-26	0.2
RE	LFC Property Group Ltd	2012-03-26	2.1
RE	LFC Province Ltd	[2012-03-26]	0.1
PE	LFC QUIK Way Shell DFW Ltd	[2012-03-26]	0.0
RE	LFC Regions Ltd	2012-03-26	0.6
Other	LFC Special Opportunities Fund Ltd	[2012-03-26]	0.2
RE	LFC Stanford Ltd	2012-03-26	0.2
PE	LFC Strata Energy Ltd	2012-03-26	3.6
HF	LFC Strategic Performance Fund Ltd	[2012-03-26]	1.2
PE	LFC Structured Settlement	[2012-03-26]	0.0
PE	LFC Summit Resources Ltd	2012-03-26	0.0
RE	LFC Target Performance Fund Ltd	[2012-03-26]	0.0
RE	LFC Terra Ltd	2012-03-26	0.0
PE	LFC Vector Fund Ltd	[2012-03-26]	0.0
HF	LQP Ltd	2012-03-26	1.4

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	201	123.0
(b) Individuals (high net worth individuals)	213	1,326.6
(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	5	13.5
(g) Pension and profit sharing plans	12	27.7
(h) Charitable organizations	0	5.8
(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	1,677	1,496.6
By Discretionary
Discretionary	1,620	1,482.9
Non-Discretionary	57	13.8
Total	1,677	1,496.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,496.6
Total	1,677	1,496.6

EDGAR Form	CIK	2011 - 2025
13F-HR	[0001391166]
SC 13G	[0001391166]

Comparable Firms	State	AUM ($B)
Oakmont Corporation ✚	CA	2.2
Eubel Brady & Suttman Asset Management Inc ✚	OH	1.8
Coastedge Partners LLC ✚	CA	1.8
Steel Grove Capital Advisors LLC ✚	TN	1.4
Columbia Pacific Advisors LLC ✚	WA	1.2
Pekin Hardy Strauss Inc ✚	IL	1.1
Autumn Lane Advisors LLC ✚	TX	1.1
Commerce Street Investment Advisor LLC ✚	TX	0.9
Watts Gwilliam & Company LLC ✚	AZ	0.8
Pin Oak Investment Advisors Inc ✚	TX	0.7

Assets, Funds, Holdings