| Owner | Title | From | %Ownership |
|---|---|---|---|
| Lee, Richard, Rochester | Chairman, CEO & Founder | 09/2010 | < 5% |
| Lee, Richard, Rochester | Active | 03/2016 | > 75% |
| LFC Holding Co. | Owner | 03/2016 | 50-75% |
| Williams, Christina, Susanne | President / Owner | 02/2020 | 5-10% |
| Stoll, Patricia, Gamez | Chief Compliance Officer | 10/2019 | < 5% |
| Luckey, William, Albert | Chief Financial Officer / Owner | 02/2020 | 5-10% |
| Peters, Daniel, Scott | Senior Portfolio Manager / Owner | 12/2020 | 5-10% |
| Boyce, Danny, Ray | Senior Portfolio Manager / Owner | 12/2020 | 5-10% |
| Gibson, Nicholas, Shawn | Senior Financial Planner / Owner | 12/2020 | 5-10% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Lee Financial Company, LLC | $1.31 bn | |
| LFC Borders LTD | $2.62 mm | Real Estate Fund |
| LFC Energy Resources LTD | $205.92 k | Private Equity Fund |
| LFC Energy Royalty LTD | $180.65 k | Private Equity Fund |
| LFC Equity Plus Tail Protection Fund, LLC. | $16.80 mm | Hedge Fund |
| LFC Horizon | $162.36 k | Real Estate Fund |
| LFC Island Partners LTD | $1.06 mm | Real Estate Fund |
| LFC Matrix Resources | $1.05 mm | Private Equity Fund |
| LFC Novus LTD | $598.29 k | Private Equity Fund |
| LFC Province LTD | $1.58 mm | Real Estate Fund |
| LFC Quik Way Shell DFW LTD | $2.51 mm | Private Equity Fund |
| LFC Stanford LTD | $1.55 mm | Real Estate Fund |
| LFC Structured Settlement | $280.34 k | Private Equity Fund |
| LFC Summit Resources LTD | $158.92 k | Private Equity Fund |
| LFC Target Performance Fund LTD. | $279.92 k | Real Estate Fund |
| LFC Terra LTD | $1.34 mm | Real Estate Fund |
