Lee Overlay Partners Ltd (Co Dublin)

Name: Lee Overlay Partners Ltd
Address: West Pier Business Campus, Dun Laoghaire, Co Dublin
Telephone: + 353 1 6318500

Lee Overlay Partners Ltd is a large advisory firm based in Co Dublin. It manages $13.65 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001.

Lee Overlay Partners provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lee Overlay Partners: assets under management

The assets under management (AUM) of Lee Overlay Partners Ltd is $13.65 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1265% since the beginning of its operation, and $2.24 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $13.65 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.37 billion each.

Investments

The firm invests in derivatives the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lee Overlay Partners Ltd for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lee Overlay Partners serves?

The only and largest group of clients of Lee Overlay Partners is state or municipal government entities with 6 clients and $10.43 billion of assets under management. Among the 8 most similar advisory firms, Lee Overlay Partners has the highest percentage of state or municipal government entities out of all clients.

The amount of regulatory assets under management is $10.43 billion for 6 clients. 20% of the firm’s clients are foreign persons or businesses.

Lee Overlay Partners doesn't advise any private funds.

Careers at Lee Overlay Partners Ltd

The company employs 24 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Adrian Lee	President and chief investment officer	1 Mar 1999	75% - 100%	2104113
David Johnston Kirkpatrick	Executive director	1 May 1999	Other	4388572
David John Buckle	Director of research	1 Jun 1999	Other	4388573
Dominic Hugh Shorthouse	Director - non executive	1 Jul 1999	Other	4388574
Adam James Barron	Director - non executive	1 Jul 1999	Other	2651243
Gervase Mccabe	Director - non executive	1 Jul 1999	Other	4388578
Peter Caoimhin O'shea	Director - non executive	1 Jul 1999	Other	4388581
Warburg Pincus Ventures International Lp	Equity owner	1 Jul 1999	Other	foreign entity
Warburg Pincus Equity Partners Lp	Equity owner	1 Jul 1999	Other	foreign entity
John Robert Thomas	Director - non executive	1 Apr 2000	Other	4393258
Alan M Barry	Chief operating officer	1 Aug 2001	Other	4594068
Lee Overlay Partners Holding Company Limited	Shareholder	1 Feb 2006	75% - 100%	foreign entity
Fionnuala B Mcgrath	Chief compliance officer	1 May 2006	Other	4594068
Jennifer Cunnane	Chief compliance officer	1 Oct 2007	Other	4594068
Elizabeth Oconnor	Chief compliance officer	1 Jan 2008	Other	4594068
Ciara Flynn	Executive director	1 Mar 2010	Other	6254317
Hilda Cullinane	Non- exceutive director	1 Jun 2012	Other	6254319
Kevin Mahon	Chief operations officer	1 Dec 2013	Other	6401508
Kevin Mahon	Executive director	1 Dec 2016	Other	6401508

Based in Co Dublin

The principal office where Lee Overlay Partners Ltd performs its advisory services is located at West Pier Business Campus, Dun Laoghaire, Co Dublin, , which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number + 353 1 6318500 or by fax + 353 1 660 2948. The normal business hours are 9am to 6pm on Monday - Friday. You can find more information about the New York firm at aleepartners.com.