Munder Lee Investments Ltd (Boston)

Name: Munder Lee Investments Ltd
Address: 200 Clarendon St, Boston, MA, 02116
Telephone: 617-380-5600

Munder Lee Investments Ltd is a large advisory firm based in Boston. It manages $3.13 billion of regulatory assets for 302 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, Michigan, and New York.

Munder Lee Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Munder Lee Investments: assets under management

The assets under management (AUM) of Munder Lee Investments Ltd is $3.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 362% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.13 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Munder Lee Investments Ltd for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Munder Lee Investments Ltd

Kenneth Leslie Swan has been acting as President since 1 Mar 2001. William Emerson Corson joined the executive team most recently as the Cco.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lee Paul Munder	Ceo	1 Mar 2000	50% - 75%	2042028
Lp Lee Munder Capital Group	Limited partner	1 May 2000	75% - 100%	52-2249333
Lee Munder Investments Llc	General partner	1 May 2000	Other	65-0985322
Kenneth Leslie Swan	President	1 Mar 2001	Other	4875165
William Emerson Corson	Cco	1 Aug 2004	Other	4872608

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lee Paul Munder	Owner	1 May 2000	75% - 100%	2042028
Inc. Lee Munder Capital Group	General partner	1 May 2000	Other	52-2249331
Terry Harley Gardner	Limited partner	1 Aug 2000	Other	2368639
Nicholas Smith Battelle	Limited partner	1 Aug 2000	Other	852021
Andrew Lloyd Beja	Limited partner	1 Aug 2000	Other	1353530
Jonathan Fitch Stone	Limited partner	1 Aug 2000	Other	2169432
Lp Rednum Family Investments	Limited partner	1 Aug 2000	Other	65-1065369
Lee Paul Munder	Principal owner	1 Aug 2000	75% - 100%	2042028
Llc Castanea Family Investments	Limited partner	1 Mar 2002	Other	33-0997265
Llc Castanea Family Holdings	Limited partner	1 Mar 2002	Other	02-0548737
Robert Alan Smith	Member	1 Mar 2002	25% - 50%	4521393
Brian Jonathan Knez	Member	1 Mar 2002	25% - 50%	4521397
Philip Smith Trust	Owner	1 Mar 2002	75% - 100%	04-6065280
Nancy L Marks	Trustee	1 Mar 2002	Other	4521408
Richard A Smith	Trustee	1 Mar 2002	Other	4521410

Based in Boston

The principal office where Munder Lee Investments Ltd performs its advisory services is located at 200 Clarendon St, Boston, MA 02116 The mailing address of the firm is 231 Royal Palm Way, Palm Beach, FL 33480. An additional office of the firm is in Montebello, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-380-5600 or by fax 617-380-5601. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.leemunder.com.