# LEE INVESTMENT MANAGEMENT LLC

LEE INVESTMENT MANAGEMENT LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 120535
- Type: SEC-registered investment adviser
- SEC file number: 801-107644
- Location: 63 PUTNAM ST, SUITE 202, SARATOGA SPRINGS, NY, 12866
- Phone: 518-580-0088
- Latest filing: 2025-02-21
- Regulatory AUM: $90.5M
- Discretionary AUM: $90.5M
- Clients: 1
- Accounts: 301

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities, Corporations

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| James Won Lee | CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| LEE JUNG WON | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120535/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120535/similar
- Related entities: https://search.stillhousedata.com/firm/120535/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120535

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.