Investor · Philadelphia, PA

David E. Lees

Open David in the network graph →

Filings

87

SEC Form D

Connections

89

co-filers

Capital

$10.2B

across filings

Active

Feb 2012

to Sep 2025

Most-connected co-filers (89)

N. Mycio Hedge Fund Advisors, Llc · Wilmington, DE47 shared N. Mycio Hedge Fund Advisors, Llc · Wilmington, DE47 shared N. Mycio Hedge Fund Advisors, Llc · WILMINGTON, DE42 shared Peter J. Barakett · Naples, FL40 shared N. Mycio Wealth Partners, Llc · Philadelphia, PA30 shared N. Mycio Wealth Partners, Llc · Philadelphia, PA30 shared James E. Biles · Philadelphia, PA21 shared N. Mycio Wealth Partners Llc · Philadelphia, PA16 shared N. Mycio Wealth Partners Llc · Philadelphia, PA16 shared Mycio Hedge Fund Advisors, Llc · Wilmington, DE13 shared Mycio Hedge Fund Advisors, Llc · Wilmington, DE13 shared Mycio Hedge Fund Advisors, Llc · Wilmington, DE13 shared Mycio Wealth Partners, Llc · Philadelphia, PA13 shared Mycio Wealth Partners, Llc · Philadelphia, PA13 shared myCIO Wealth Partners, LLC · Philadelphia, PA8 shared Robley T. Carpenter Ii · Denver, CO8 shared Gonzalo Alende Serra · Montevideo, X38 shared Mary Kate Salley · Chicago, IL8 shared Sebastian Villa · Montevideo, X38 shared Stephan C. Eberle · Foster City, CA8 shared Michael J. Kamdar · San Diego, CA6 shared Daniel D. Burgess · San Diego, CA6 shared David S. Phillips · CHATTANOOGA, TN6 shared William G. Gibson · ALPHARETTA, GA5 shared

Recent filings (87)

REF PARTNERS LPDec 2025 · 5 co-filers RSDF Partners, LPSep 2025 · 6 co-filers RUS Partners, LPAug 2025 · 6 co-filers REF PARTNERS LPDec 2024 · 7 co-filers RSDF Partners, LPAug 2024 · 6 co-filers RUS Partners, LPMay 2024 · 6 co-filers BRP II, LPMar 2024 · 6 co-filers REF PARTNERS LPNov 2023 · 5 co-filers RSF Partners, LPSep 2023 · 6 co-filers RSDF Partners, LPJun 2023 · 6 co-filers RUS Partners, LPMay 2023 · 6 co-filers BRP II, LPMar 2023 · 6 co-filers RSPAC Partners, LPFeb 2023 · 6 co-filers REF PARTNERS LPNov 2022 · 5 co-filers RSF Partners, LPSep 2022 · 6 co-filers RUS Partners, LPMay 2022 · 6 co-filers Sterling Investment Partners IV, L.P.May 2022 · 21 co-filers BRP II, LPMar 2022 · 6 co-filers RSPAC Partners, LPDec 2021 · 7 co-filers REF PARTNERS LPNov 2021 · 5 co-filers RSF Partners, LPOct 2021 · 6 co-filers Sterling Investment Partners IV, L.P.May 2021 · 21 co-filers RUS Partners, LPMay 2021 · 6 co-filers BRP II, LPMar 2021 · 6 co-filers RDA Partners, LPMar 2021 · 6 co-filers

Derived from public SEC Form D (Reg D) filings; entities resolved probabilistically. See David in the interactive graph →