Lee Equity Partners, LLC
● SEC registered since 2012CRD 157422SEC# 801-73418New York, NY
Ranks #1,204 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.84B
Fund GAV
$5.84B
Private funds
30
Employees
48
Accounts
30
Location
New York, NY
Lee Equity Partners, LLC assets under management
Lee Equity Partners, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2012. It reports $5.8 billion in regulatory assets under management and employs 48 people. Lee Equity Partners, LLC manages 30 private funds with combined gross assets of $5.8 billion, including 20: Lee Equity Partners Fund Iv(a), LP. By regulatory assets, it ranks 1,204 of 6,004 private fund managers.
Lee Equity Partners, LLC private funds
30 funds · $5.84B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| 20: Lee Equity Partners Fund Iv(a), LP | Private Equity | $822.6M | — |
| 19: Lee Equity Partners Fund IV, L.P. | Private Equity | $579.2M | — |
| 30: Lep Red Rock Co-Invest Fund, L.P. | Private Equity | $528.9M | — |
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Join to unlock · $37/moLee Equity Partners, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Alexis Hochberg Control | Managing Member | 10-25% | 2006 |
| Daniel Joseph Rodriguez Control | Managing Member | 5-10% | 2025 |
| Joseph Bernard Rotberg Control | Managing Member, Chief Compliance Officer, Chief Financial Officer | 10-25% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Lee Equity Partners, LLC manage?
Lee Equity Partners, LLC reports $5.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Lee Equity Partners, LLC manage?
Lee Equity Partners, LLC manages 30 private funds with combined gross assets of $5.8 billion.
How many employees does Lee Equity Partners, LLC have?
Lee Equity Partners, LLC reports 48 employees.
Where is Lee Equity Partners, LLC located?
Lee Equity Partners, LLC is based in New York, NY and has been SEC-registered since 2012.
Does Lee Equity Partners, LLC disclose fund performance?
Lee Equity Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 West 57th Street, 16th Floor, New York, NY 10019-4031 |
| Phone | 212-906-4900 |
| Fax | 212-702-3787 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1408700 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.84B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
AUM vs fund managersTop 20%
Larger than 80% of 6,004 private-fund managers
Number of fundsTop 7%
More funds than 93% of fund managers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$5.84Bregulatory AUM
Discretionary $5.84B
Service providers
Auditor
Custodian