Investor · Milwaukee, WI
David G. Lee
Open David in the network graph →Filings
84
SEC Form D
Connections
234
co-filers
Capital
$1.2B
across filings
Active
Jul 2022
to Feb 2026
Most-connected co-filers (234)
Robert G. Seyferth · Milwaukee, WI71 sharedAnn S. Maurer · Milwaukee, WI61 sharedTerrance P. Gallagher · Milwaukee, WI57 sharedGary E. Shugrue · Milwaukee, WI50 sharedMichael Peck · Chicago, IL46 sharedChad Eisenberg · Chicago, IL43 sharedP. First Trust Capital Management L.P · Chicago, IL33 sharedP. First Trust Capital Management L.P · Chicago, IL29 sharedP. Vest Financial, Llc · Mclean, VA21 sharedP. First Trust Portfolios L.P · Wheaton, IL21 sharedP. Vest Financial, Llc · Mclean, VA18 sharedP. Vest Financial, Llc · Mclean, VA18 sharedP. First Trust Portfolios L.P · Wheaton, IL18 sharedThomas J. Colaiezzi · West Chester, PA17 sharedLorne Abony · London, United Kingdom17 sharedKejda Qorri · Toronto, Ontario, Canada17 sharedAnthony Lacavera · Calgary, Alberta, Canada17 sharedBabett Carrier · London, United Kingdom14 sharedMichael A. Colato · London, United Kingdom14 sharedJorge Q. Badillos · London, United Kingdom14 sharedMitchell Hollin · Philadelphia, PA14 sharedT. G. Mitchell · Grand Cayman, Cayman Islands14 sharedAlexandra Hess · London, United Kingdom14 sharedMark A. Batsiyan · NEW YORK, NY14 shared
Recent filings (84)
FT Vest Hedged Equity Income Fund: Series A4Feb 2026 · 10 co-filersFT Vest Total Return Income Fund: Series A4Feb 2026 · 10 co-filersFT Vest Total Return Income Fund: Series B4Jan 2026 · 10 co-filersDestiny Alternative FundJan 2026 · 9 co-filersFT Vest Rising Dividend Achievers Total Return FundNov 2025 · 15 co-filersFT Vest Total Return Income Fund: Series B3Oct 2025 · 16 co-filersFT Vest Hedged Equity Income Fund: Series B3Oct 2025 · 16 co-filersFT Vest Total Return Income Fund: Series A3Oct 2025 · 16 co-filersFT Vest Hedged Equity Income Fund: Series A3Oct 2025 · 16 co-filersLENDonate CA LLCSep 2025 · 5 co-filers$50.0MFT Vest Total Return Income Fund: Series A2Aug 2025 · 13 co-filersFT Vest Hedged Equity Income Fund: Series A2Aug 2025 · 13 co-filersFT Vest Total Return Income Fund: Series B2Aug 2025 · 14 co-filersFT Vest Hedged Equity Income Fund: Series B2Aug 2025 · 13 co-filersFirst Trust Enhanced Private Credit FundJul 2025 · 8 co-filersFT Vest Total Return Income Fund: Series B1May 2025 · 13 co-filersFT Vest Hedged Equity Income Fund: Series B1May 2025 · 13 co-filersDestiny Alternative Fund LLCApr 2025 · 11 co-filersDestiny Alternative Fund (TEI) LLCApr 2025 · 25 co-filersDestiny Alternative Fund (TEI) LLCApr 2025 · 25 co-filersCinven Strategic Fund 2 (No.1) Limited PartnershipFeb 2025 · 37 co-filersCinven Strategic Fund 2 Feeder Limited PartnershipFeb 2025 · 37 co-filersFT Vest Hedged Equity Income Fund: Series A4Feb 2025 · 13 co-filersFT Vest Total Return Income Fund: Series A4Feb 2025 · 13 co-filersR360 Global LPJan 2025 · 7 co-filers$1.8M
Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See David in the interactive graph →