Fund family · SEC Form D record
Lee Equity Partners Fund funds
Lee Equity Partners Fund has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2016 to 2024. The newest is Lee Equity Partners Fund IV, L.P., first filed Apr 25, 2022. The adviser of record on Form ADV Schedule D is Lee Equity Partners, LLC.
- Vehicles
- 3
- Numbered generations
- 3
- First filing
- 2016
- Latest filing
- Apr 19, 2024
Adviser of record (Form ADV Schedule D) Lee Equity Partners, LLC (CRD 157422)
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund IV
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Lee Equity Partners Fund IV, L.P.CIK 1922150 | No amendment after 13 months | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Lee Equity Partners Fund III, L.P.CIK 1745507 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Lee Equity Partners Fund II, L.PCIK 1656696 | No change on the last amendment | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Lee Equity Partners Fund funds
- How many Lee Equity Partners Fund funds are there?
- The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Mar 14, 2016 and the latest filing on Apr 19, 2024. By generation: Fund IV (Lee Equity Partners Fund IV, L.P., first filed Apr 25, 2022); Fund III (Lee Equity Partners Fund III, L.P., first filed Aug 27, 2018); Fund II (Lee Equity Partners Fund II, L.P, first filed Mar 14, 2016).
- What is the latest Lee Equity Partners Fund fund?
- Lee Equity Partners Fund IV, L.P., which first filed a Form D on Apr 25, 2022 and last amended it on Apr 19, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Lee Equity Partners Fund funds?
- Lee Equity Partners, LLC (RIA, CRD 157422), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
- How much have the Lee Equity Partners Fund funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.