LEE CAPITAL ASSET MANAGEMENT LLC

NEW YORK, NY Investment Advisor How do I update this listing?

LEE Capital Asset Management is based out of New York. LEE Capital Asset Management is a mid-sized advisory firm with 1 clients and discretionary assets under management (AUM) of $90,520,889 (Form ADV from 2018-05-01). Their last reported 13F filing for Q4 2018 included $85,632,000 in managed 13F securities and a top 10 holdings concentration of 64.98%. LEE Capital Asset Management's largest holding is Pegasystems Inc. with shares held of 160,927. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

LEE CAPITAL ASSET MANAGEMENT LLC
Classified as Hedge Fund
767 FIFTH AVENUE 6TH FLOOR
NEW YORK NY    10153
Country: United States

Business Phone: 212-888-1500
Fax: 212-888-6388
Professional Investment Advisor Data
SEC Registration as : Mid-sized Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 10,525,000
Total Number of Clients: 1
Amount of client funds and securities by related persons: 10,525,000
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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