# LEE JACK C

LEE JACK C appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [SUMMIT TRAIL ADVISORS, LLC](https://search.stillhousedata.com/firm/220519) | MEMBER | NEW YORK, NY |
| — | Form ADV | [WINDMUEHLE, LLC](https://search.stillhousedata.com/firm/295685) | MEMBER | AUSTIN, TX |
| — | Form ADV | [OSTERWEIS CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/109580) | TRUSTEE, LEE FAMILY TRUST | SAN FRANCISCO, CA |
| — | Form ADV | [OSTERWEIS CAPITAL MANAGEMENT INC](https://search.stillhousedata.com/firm/105421) | TRUSTEE, LEE FAMILY TRUST | SAN FRANCISCO, CA |
| — | Form ADV | [ANCHOR WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/135666) | PRESIDENT/CHIEF PORTFOLIO MANAGER | DIAMOND BAR, CA |
| — | Form ADV | [INTERNATIONAL INVESTMENT TRUST CO LTD.](https://search.stillhousedata.com/firm/109056) | DIRECTOR | TAIPEI |


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Source: public SEC filing 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.