Thomas H. Lee Capital Management (New York)

Thomas H. Lee Capital Management is a large advisory firm based in New York. It manages $285 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.

Thomas H. Lee Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thomas H. Lee Capital Management: assets under management

The assets under management (AUM) of Thomas H. Lee Capital Management is $285 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $285 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $285 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thomas H. Lee Capital Management for their services and products based on a percentage of assets under management 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 Thomas H. Lee Capital Management

Thomas Haskell Lee has been acting as President since 1 Mar 2005. James R. Burritt joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James R. Burritt	Managing director	1 Mar 2005	Other	5064993
Cynthia Lynn Coslick	Cfo	1 Mar 2005	Other	3176900
Alexander E. Kipka	Vice president/chief compliance officer	1 Mar 2005	Other	2686184
Thomas Haskell Lee	President	1 Mar 2005	Other	305494
Llc Thomas H. Lee Capital	Managing member	1 Mar 2005	50% - 75%	13-3923311

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Haskell Lee	Managing member	1 Dec 1996	75% - 100%	305494

Based in New York

The principal office where Thomas H. Lee Capital Management performs its advisory services is located at 767 5 Th Avenue, New York, NY 10153, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-888-1500 or by fax 212-888-6388. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.