LEE JACK C appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LEE JACK C appears on 6 filing roles across Form ADV (6).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SUMMIT TRAIL ADVISORS, LLC | MEMBER | NEW YORK, NY |
| — | Form ADV | WINDMUEHLE, LLC | MEMBER | AUSTIN, TX |
| — | Form ADV | OSTERWEIS CAPITAL MANAGEMENT LLC | TRUSTEE, LEE FAMILY TRUST | SAN FRANCISCO, CA |
| — | Form ADV | OSTERWEIS CAPITAL MANAGEMENT INC | TRUSTEE, LEE FAMILY TRUST | SAN FRANCISCO, CA |
| — | Form ADV | ANCHOR WEALTH MANAGEMENT | PRESIDENT/CHIEF PORTFOLIO MANAGER | DIAMOND BAR, CA |
| — | Form ADV | INTERNATIONAL INVESTMENT TRUST CO LTD. | DIRECTOR | TAIPEI |