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ADRIAN LEE & PARTNERS
Legal name: LEE OVERLAY PARTNERS LTD
CRD 110822File 801-57009
APPROVED
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$23.39B
Top 10% of cohort (national)
Discretionary AUM
$23.39B
Clients
11
12 accounts
Employees
29
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
- $23.39B
- Discretionary AUM
- $23.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 12
- Non-discretionary accounts
- 0
- Total accounts
- 12
- AUM per client
- $2.13B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $3.40B |
| Pooled investment vehicles | 1 | $34.0M |
| Pension and profit sharing plans | 2 | $1.40B |
| State or municipal government entities | 6 | $18.56B |
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 | Change |
|---|---|---|---|---|
| Sep 26, 2026 | Employees | 30 | 29 | decreased by1 |
| Sep 26, 2026 | AUM | $21,262,000,000 | $23,395,000,000 | increased by$2,133,000,000 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 28 | 30 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $19,590,000,000 | $21,262,000,000 | increased by$1,672,000,000 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 29 | 28 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 6 | 11 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,857,000,000 | $19,590,000,000 | increased by$4,733,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 10 | 11 | increased by1 |
| Oct 1, 2022 | Employees | 27 | 29 | increased by2 |
| Oct 1, 2022 | AUM | $14,533,000,000 | $14,857,000,000 | increased by$324,000,000 |
| Oct 1, 2021 | Employees | 26 | 27 | increased by1 |
| Oct 1, 2021 | AUM | $10,966,000,000 | $14,533,000,000 | increased by$3,567,000,000 |
| Oct 1, 2021 | Accounts | 11 | 10 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADRIAN LEE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADRIAN LEE” may also match similarly-named firms). Confirm identity against each filing.
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.