Trustee · Irish Creek Capital
Lee A. Levine
CRD 1204536 · Named on Form ADV at one SEC-registered adviser
At a glance
Irish Creek Capital, an SEC-registered asset manager based in Camden, NJ with $0 in regulatory assets, lists Lee A. Levine on its Form ADV as Trustee, a control person.
Firms and roles
- Irish Creek CapitalTrusteeAsset manager · Camden, NJ · $0M in regulatory assets
AtlasMembers
Lee’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark L. MorganMember, Irish Creek Capital
- Joseph F. PurcellMember, Irish Creek Capital
- Matthew D. SullivanPresident, Irish Creek Capital
- Erik A RobersonVice President, Irish Creek Capital
- John C. ZurloChief Compliance Officer and Vice President, Irish Creek Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.