Adrian Lee & Partners is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated September 25, 2025, reports $21.3B in regulatory assets under management, 30 employees, 1 office, and 12 accounts.
Assets Under Management
$21.3B
Employees
30
Offices
1 office
Total Clients
11
Primary office
CO DUBLIN
WEST PIER BUSINESS CAMPUS, DUN LAOGHAIRE, CO DUBLIN, Ireland
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentGovernment represent 54.5% of total clients.
Top client categories% of clientsClients
1
Government
54.5%
6
2
Pension Plans
18.2%
2
3
Charitable
18.2%
2
4
Pooled Investment Vehicles
9.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$21.3Bas of September 25, 2025
Discretionary100.0%
$21.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$21.3B
Total Accounts12
10Y AUM Change+$12.6B (+144.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee0:1
10Y Employee Change+4 (+15.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.