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Fund Manager

Lee Financial

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Lee Financial

Fund Manager

Primary Strategy: Hedge Fund

Year Founded: 1975

Number of Employees: 67

Ownership: Privately Held

Year End: December

Description

Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs. For more information, pl

Contact

Website: Link to website

LinkedIn: linkedin.com/company/leefinancialadvisor

Address

8350 N. Central Expressway, Suite 1800, Dallas, Texas, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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