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Charles Philip Lee

Lexington Avenue Capital Management, LLC

Redwood City, CA

New City, NY

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Current Employers
Lexington Avenue Capital Management, Llc

New City, NY • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Redwood City, CA • United States

New City, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lexington Avenue Capital Management Llc Redwood City CA 03/2020 Present
Self-Employed Menlo Park CA 01/2013 02/2020
Previous Registrations
  • 2009-02-02 → 2012-12-31
    Partnervest Advisory Services Llc
    Woodside, CA
    Santa Barbara, CA
    Woodside, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-16
  • S65 Uniform Investment Adviser Law Examination
    2020-10-16

View on SEC IAPD

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