Nelson N Lee of Irvine, CA appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Nelson N Lee appears on 11 filing roles across Form ADV (8), Form D (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | FAITH INVESTOR SERVICES LLC | TRUSTEE | SCOTTSDALE, AZ |
| — | Form ADV | CAPITAL INSIGHT PARTNERS, LLC | MANAGING MEMBER | SCOTTSDALE, AZ |
| — | Form ADV | TCI WEALTH ADVISORS, INC. | TRUSTEE | TUCSON, AZ |
| — | Form ADV | DANIELS & ERICKSON FINANCIAL ADVISORS, LLC | PRESIDENT/CHIEF COMPLIANCE OFFICER | DALLAS, TX |
| — | Form ADV | BLUM CAPITAL PARTNERS LP | PARTNER | SAN FRANCISCO, CA |
| — | Form ADV | NEW YORK LIFE TRUST COMPANY, FSB | EXECUTIVE VICE PRESIDENT | PARSIPPANY, NJ |
| — | Form ADV | DOUGLAS EMMETT REALTY ADVISORS | SENIOR VICE PRESIDENT | SANTA MONICA, CA |
| — | Form ADV | SKYSTONE CAPITAL MANAGEMENT LP | MANAGING PARTNER | BOSTON, MA |
| 2011-09-14 | Form D | Capital International Private Equity Fund VI, L.P. | Director | Irvine, CA |
| 2011-02-07 | Form D | CGPE VI, L.P. | Director | Irvine, CA |
| 2013-02-20 | Form D | CIPEF ETW Coinvestment Fund, L.P. | Director | Irvine, CA |