Thomas Bernard Lee appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Thomas Bernard Lee appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-08-15 | Form ADV | PARAMETRIC PORTFOLIO ASSOCIATES LLC | CO-PRESIDENT, CHIEF INVESTMENT OFFICER | SEATTLE, WA |
| — | Form ADV | BAKER STREET ADVISORS, LLC | VICE-PRESIDENT | SAN FRANCISCO, CA |