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ADRIAN LEE & PARTNERS
Legal name: LEE OVERLAY PARTNERS LTD
CRD 110822File 801-57009
APPROVED
Filing as of Sep 25, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$21.26B
Top 10% of cohort (national)
Discretionary AUM
$21.26B
Clients
11
12 accounts
Employees
30
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Dec 23, 1999
- Principal office
- WEST PIER BUSINESS CAMPUS, DUN LAOGHAIRE, CO DUBLIN, A96 F8C0
- Phone
- + 353 1 6318500
- Website
- HTTPS://ALEEPARTNERS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $21.26B
- Discretionary AUM
- $21.26B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $1.93B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $2.93B |
| Pooled investment vehicles | 1 | $9.0M |
| Pension and profit sharing plans | 2 | $1.28B |
| State or municipal government entities | 6 | $17.04B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.