Jonathan David Lee
CcoLarch Capital Partners LLCCRD 6824424
About Jonathan David Lee
Jonathan David Lee is listed as Cco at Larch Capital Partners LLC in Miami, FL. Form ADV reports a beneficial ownership band of Under 5%. Jonathan David Lee is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of Larch Capital Partners LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jonathan David Lee work?
Jonathan David Lee is listed as Cco at Larch Capital Partners LLC on SEC Form ADV.
How much of Larch Capital Partners LLC does Jonathan David Lee own?
Form ADV reports a beneficial ownership band of Under 5%.
Larch Capital Partners LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Em Advisor, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |
Ce Investment Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Stackwell Capital Advisers, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |
Betteredge Capital LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |