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LEE OVERLAY PARTNERS LTD

Advisory

N·CO DUBLIN

Data as of Sep 26, 2024 · Source: SEC Form ADV

Total AUM

$21.3B

1-Year AUM Growth

+12.7%

3-Year CAGR

+10.5%

Employees

16

Assets Under Management

Total AUM$21.3B

Discretionary AUM$21.3B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees16

Investment Advisers30

Employee Growth (1Y)+6.7%

Filing History

Total Filings on Record36

First FilingApr 27, 2001

Latest FilingSep 26, 2024

🔒 Full AUM trend chart and 36 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LEE OVERLAY PARTNERS LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.