Lee Financial
Lee Financial is a private equity and hedge fund investor based in Dallas, United States. It reports about $14m in private-fund assets across 4 private funds to the US Securities and Exchange Commission (Form ADV, September 2026).
Part of the 311 Institute Global Investors Directory (311institute.com). Last updated .
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Questions and answers
What kind of investor is Lee Financial?
Lee Financial is a private equity and hedge fund investor based in Dallas, United States.
Where is Lee Financial based?
Lee Financial is headquartered in Dallas, United States, according to its filing with the US Securities and Exchange Commission.
How much does Lee Financial manage?
It reports about $14m in private-fund assets across 4 private funds to the US Securities and Exchange Commission (Form ADV, September 2026).
Source: US Securities and Exchange Commission adviser record (Form ADV and Form D filings), as of September 2026.
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