RICHARD LEES CAPITAL MANAGEMENT

RICHARD LEES CAPITAL MANAGEMENT is an SEC-registered investment adviser (CRD 111785). Regulatory assets under management: $20.6M.

Registration

• CRD: 111785
• Type: Registered investment adviser
• Phone: 818-442-7621
• Latest filing: 2026-01-17
• Regulatory AUM: $20.6M
• Discretionary AUM: $20.6M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 111785 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search