Lee Equity Partners:

Managing Private Equity, Public Equity, & Credit Capital

Recently Released!!!
Date Published: November 18, 2020
Summary PowerPoint Deck: 22 Slides
Reference PowerPoint Deck: 35 Slides


Lee Equity Partners was founded by by Tom Lee in 2006 and is based in New York, NY. The firm has one office, 26 employees, three funds, 135 institutional investors, $1.1 billion assets raised, thirteen investments, and is led by its CEO Tom Lee. Lee Equity Partners' web site can be found at www.leeequity.com.

Lee Equity Partners' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Fund Raising & Staffing Phase
  • Distractions Phase
  • The Edelman Financial Group Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, funds, institutional investors, assets raised, investments, investments, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Financial Institutions
  • Business Services
  • Consumer & Retail Distribution
  • Distribution & Logistics
  • Health Care Services
  • Media
And its profile concludes with the highlights of its organizational structure & ownership.


































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