LEE EQUITY PARTNERS Overview

Lee Equity Partners Llc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 19 employees, of which 16 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 69MM in positions, representing 6% of the manager's regulatory AUM.

LEE EQUITY PARTNERS StockAlpha

-7.1%
Top 25%
2yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LEE EQUITY PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UAM 58.84% Health 30.59% 21.3% 15 3%
FRSH 41.16% Cons. Staples -27.6% -10.45% 50 2%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

LEE EQUITY PARTNERS Founders and Key Employees

Name Title In Position Since
Thomas H. Lee Managing Member August-2006
Joseph B. Rotberg Managing Member, Chief Compliance Officer, Chief Financial Officer August-2006
Mark K. Gormley Managing Manager January-2007
Benjamin A. Hochberg Managing Member May-2006
Yoo Jin Kim Managing Member September-2005
David J. Morrison Managing Member September-2006

LEE EQUITY PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

LEE EQUITY PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Strategies and Methods of Analysis

Generally, we utilize the methods of analysis and investment strategies as detailed in the offering memorandum and governing documents of a Fund. We generally seek to make private equity investments in growth‐oriented companies which have strong and sustainable competitive positions, sufficient scale to attract professional management and the ability to demonstrate continued significant growth.

Our Partners engage in sourcing, diligence, financing, monitoring and exiting high‐growth, leveraged private equity investments. A core element of our investment strategy is working with portfolio companies to add value through strategic positioning and operating improvements. As a result, we seek to obtain control or to exert significant influence over the company’s strategy, operations and governance. Our investment strategy does not include fre...
Get the Full Report

LEE EQUITY PARTNERS Portfolio Concentration

LEE EQUITY PARTNERS Location

650 MADISON AVE
21ST FLOOR
NEW YORK, New York
UNITED STATES, 10022

LEE EQUITY PARTNERS Contact Information

Phone Number: 212-888-1500
Fax Number: 212-888-6388
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B