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.
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 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.
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.
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.
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.