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Building 2ADRIAN LEE & PARTNERS

Map pinCO DUBLIN
Phone+ 353 1 6318500
NotebookSEC #801-57009
Total AUM
$21.3B
Employees
30
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
WEST PIER BUSINESS CAMPUS, DUN LAOGHAIRE
CO DUBLIN
A96 F8C0
Ireland
Operating Hours
9AM TO 6PM
Monday - Friday
Phone
+ 353 1 6318500
Other Offices
1

ReceiptFinancials

Total AUM
$21.3B
Accounts
12
Discretionary
$21.3B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$9M
Pension/Profit Sharing Plan Clients
2
AUM
$1.3B
Charitable Organization Clients
2
AUM
$2.9B
Government Entity Clients
6
AUM
$17B

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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