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Co-Founder / Managing Partner · Fundstrat Capital

Thomas J. Lee

CRD 2420517 · Named on Form ADV at one SEC-registered adviser

At a glance

Fundstrat Capital, an SEC-registered asset manager based in New York, NY with $4.6 billion in regulatory assets, lists Thomas J. Lee on its Form ADV as Co-Founder / Managing Partner, a control person.

Firms and roles

  • Fundstrat CapitalCo-Founder / Managing PartnerAsset manager · New York, NY · $4.6B in regulatory assets

AtlasMembers

Thomas’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
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.