Todd R Lee of Chicago, IL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Todd R Lee appears on 6 filing roles across Form ADV (4), Form D (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | STANDISH MELLON ASSET MANAGEMENT COMPANY LLC | PRESIDENT, BOARD MEMBER | BOSTON, MA |
| — | Form ADV | STANDISH INTERNATIONAL MANAGEMENT COMPANY, LLC | TRUSTEE | BOSTON, MA |
| — | Form ADV | STANDISH AYER & WOOD INC | PRINCIPAL, VICE PRESIDENT | BOSTON, MA |
| — | Form ADV | NEIGHBORLY INVESTMENTS LLC | PRESIDENT/PORTFOLIO MANAGER | NEW YOK, NY |
| 2023-09-25 | Form D | CFIP Opportunistic Credit Offshore Fund III, LP | Executive Officer | GEORGETOWN, GRAND CAYMAN, E9 |
| 2023-09-25 | Form D | CFIP Opportunistic Credit Onshore Fund III, LP | Executive Officer | CHICAGO, IL |