Lee Equity Partners, Llc
- Regulatory AUM
- $5.8B
- Discretionary
- $5.8B
- Clients
- 30
- Avg AUM / client
- $195M
- Accounts
- 30
- Employees
- 48
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 30 | $5.8B | 100.0% |
Private funds (31)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $5.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 02: Lee Equity Partners Fund Iii(a), L.P. | Private Equity Fund | Delaware | $733M | 35 |
| 27: Lee Equity Partners Fund Iv(a), Lp | Private Equity Fund | Delaware | $552M | 56 |
| 01: Lee Equity Partners Fund Iii, L.P. | Private Equity Fund | Delaware | $471M | 20 |
| 26: Lee Equity Partners Fund Iv, L.P. | Private Equity Fund | Delaware | $456M | 43 |
| 07: Lee Equity Partners Fund Ii(a), L.P. | Private Equity Fund | Delaware | $446M | 28 |
| 19: Lep Simplicity Holdings, L.P. | Private Equity Fund | Delaware | $422M | 8 |
| 21: Lep Mclarens Co Invest, L.P. | Private Equity Fund | Delaware | $247M | 9 |
| 09: Lee Equity Partners Realization Fund, L.P. | Private Equity Fund | Delaware | $246M | 60 |
| 23: Lep Captive Co Invest Ii, L.P. | Private Equity Fund | New York | $236M | 20 |
| 06: Lee Equity Partners Fund Ii, L.P. | Private Equity Fund | Delaware | $206M | 22 |
| 31: Lep Pcs Co Invest, L.P. | Private Equity Fund | Delaware | $165M | 30 |
| 25: Lep Cardio Co Invest, L.P. | Private Equity Fund | Delaware | $153M | 19 |
| 24: Lep Captive Co Invest Ii(a), L.P. | Private Equity Fund | Delaware | $149M | 10 |
| 22: Lep Bhp Co Invest L.P. | Private Equity Fund | Delaware | $143M | 16 |
| 20: Lep Solaris Co Invest, L.P. | Private Equity Fund | Delaware | $121M | 5 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Estate Of Lee, Thomas, Haskell | Member | Aug 2006 (20y) | 5% – 10% | |
| Hochberg, Benjamin, Alexis | Managing Member | Aug 2006 (20y) | 10% – 25% | |
| Kim, Yoo Jin | Managing Member | Aug 2006 (20y) | 10% – 25% | |
| Rotberg, Joseph, Bernard | Managing Member, Chief Compliance Officer, Chief Financial Officer | Oct 2006 (20y) | 10% – 25% | |
| Gormley, Mark, Kevin | Managing Member | Jan 2007 (20y) | 10% – 25% |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (31, $5.2B gross assets)
Top 25 of 31 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 6.7 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • CARRIED INTEREST
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗