Lee Equity Partners Overview
- Investor Type
-
PE/Buyout
- Status
-
Active
- Professionals
-
39
- Investments
-
245
- Portfolio
-
22
- Exits
-
32
Lee Equity Partners General Information
Company Description
Founded in 2006, Lee Equity Partners is a private equity firm based in New York. The firm prefers to invest in business services, financial services, and healthcare services sectors. This firm is a Registered Investment Adviser (RIA).
Business Details
Website
leeequity.comYear Founded
Investor Status
Primary Investor Type
Corporate Office
- 40 West 57th Street
- Suite 1620
- New York, NY 10019
- United States
Lee Equity Partners Investments (245)
Lee Equity Partners’s most recent investment was a with Ronan Healthcare Compliance. The deal was made on 01-Oct-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| Ronan Healthcare Compliance | 01-Oct-2026 | Consulting Services (B2B) | Generating Revenue | |||
| FirstCare Onsite | 24-Sep-2026 | Other Healthcare Services | Generating Revenue | |||
| AC Wealth | 09-Sep-2026 | Asset Management | Generating Revenue | |||
| Hurst Point Group | 01-Sep-2026 | Asset Management | Generating Revenue | |||
| PODE Services | 01-Aug-2026 | Buyout/LBO | Other Financial Services | Generating Revenue |
Lee Equity Partners Exits (32)
Lee Equity Partners has made a total of 32 exits. Its latest exit was from Urology Alliance for on 03-Nov-2025. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| Urology Alliance | 03-Nov-2025 | ||
| Simplicity Financial Marketing Holdings | 31-Dec-2024 | ||
| Atria Wealth Solutions | 01-Oct-2024 | ||
| Cadent | 08-Aug-2023 | ||
| K2 Insurance Services | 01-May-2023 | Buyout/LBO |
Lee Equity Partners Fund Performance
| Fund Name | Vintage | Size | Dry Powder | DPI | RVPI | TVPI | IRR |
|---|
Lee Equity Partners Investments by Industry, Year, and Region
Investments by Industry
Investments by Year
Investments by Region
Lee Equity Partners Affiliates
Subsidiaries (1)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| KCIC | Washington, DC | 2002 |
Lee Equity Partners FAQs
-
What is Lee Equity Partners?
Founded in 2006, Lee Equity Partners is a private equity firm based in New York.
-
When was Lee Equity Partners founded?
Lee Equity Partners was founded in 2006.
-
Where is Lee Equity Partners headquartered?
Lee Equity Partners is headquartered in New York, NY.
-
What is Lee Equity Partners's total asset value?
Lee Equity Partners has around in total assets under management.
-
How many investments has Lee Equity Partners made?
Lee Equity Partners has made 245 investments.
-
What has Lee Equity Partners invested in?
Lee Equity Partners has made numerous investments in companies like Ronan Healthcare Compliance, FirstCare Onsite, and AC Wealth within the Consulting Services (B2B), Healthcare Services, and Asset Management industries.
-
What has Lee Equity Partners invested in recently?
Lee Equity Partners's latest investment was on 01-Oct-2026 in Ronan Healthcare Compliance, a company within the Consulting Services (B2B) industry.
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