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West Chester, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2016-03-07 |
| PA | RA | APPROVED | 2015-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lenape Investments, Llc | West Chester | PA | 09/2015 | Present |
Carter H. Lee is currently a volunteer on the following local investment committees: Entity: The Tatnall School Investment Committee Address: 1501 Barley Mill Rd., Wilmington, DE 19807 Title: Chairman Start Date: May 2018 - present (chairman); June 2014-May 2018 (committee member) Approximate Hours Per Month: 4 Approximate Hours Per Month During Trading Hours: 2 Duties: I am chairman of a 7 person committee tasked with overseeing the investment management of Tatnall School's endowment. Entity: Mount Cuba Center Investment Committee Address: 3120 Barley Mill Rd., Hockessin, DE 19707 Title: Committee member Start Date: July 2016 - present Approximate Hours Per Month: 1 Approximate Hours Per Month During Trading Hours: 0 Duties: I am one of 7 committee members tasked with overseeing the investment management of Mt Cuba Center's endowment.
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