Lee Equity Partners Overview
- Investor Type
-
PE/Buyout
- Status
-
Active
- Professionals
-
35
- Investments
-
201
- Portfolio
-
19
- Exits
-
30
Lee Equity Partners General Information
Company Description
Founded in 2006, Lee Equity Partners is a private equity firm based in New York, New York. The firm prefers to invest in business service, financial service, and healthcare service sectors. This firm is a Registered Investment Adviser (RIA).
Business Details
Website
www.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 (201)
Lee Equity Partners’s most recent investment was a with Fairhaven Wealth Management. The deal was made on 11-Apr-2025.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Company Stage | Lead Partner |
|---|---|---|---|---|---|---|
| Fairhaven Wealth Management | 11-Apr-2025 | Asset Management | Generating Revenue | |||
| Personal Investment Management | 14-Mar-2025 | Consulting Services (B2B) | Generating Revenue | |||
| Fuse Insurance | 03-Feb-2025 | Insurance Brokers | Generating Revenue | |||
| Associated Urologists of North Carolina | 16-Dec-2024 | Hospitals/Inpatient Services | Generating Revenue | |||
| Cooper Parry Group | 10-Dec-2024 | Buyout/LBO | Accounting, Audit and Tax Services (B2B) | Generating Revenue |
Lee Equity Partners Exits (30)
Lee Equity Partners has made a total of 30 exits. Its latest exit was from Simplicity Financial Marketing Holdings on 31-Dec-2024. The exit was categorized as .
| Company Name | Exit Date | Exit Type | Exit Size |
|---|---|---|---|
| Simplicity Financial Marketing Holdings | 31-Dec-2024 | ||
| Atria Wealth Solutions | 01-Oct-2024 | ||
| Cadent (New York) | 08-Aug-2023 | ||
| K2 Insurance Services | 01-May-2023 | ||
| Captive Resources | 01-Jul-2022 | 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 FAQs
-
What is Lee Equity Partners?
Founded in 2006, Lee Equity Partners is a private equity firm based in New York, 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 201 investments.
-
What has Lee Equity Partners invested in?
Lee Equity Partners has made numerous investments in companies like Fairhaven Wealth Management, Personal Investment Management, and Fuse Insurance within the Asset Management, Consulting Services (B2B), and Insurance Brokers industries.
-
What has Lee Equity Partners invested in recently?
Lee Equity Partners's latest investment was on 11-Apr-2025 in Fairhaven Wealth Management, a company within the Asset Management industry.
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