LEE, KIMUN

Overview

Lee, Kimun is a sole-proprietorship advisory practice run by Lee, Kimun that provides discretionary portfolio management for individuals and small businesses, with services extending to families and some institutional relationships. The firm charges a percentage-of-AUM fee and is registered as an adviser focused on direct portfolio management rather than product distribution. Investment activity shows a clear bias toward public equities: exchange-traded equities and ETFs are the dominant allocation choice, supplemented by mutual funds and selected alternative managers. The firm is not an active ESG investor. Manager allocation interest centers on hedge funds and real estate as third‑party alternative exposures, indicating the adviser looks outside core public markets for diversification and potential non-correlated return streams. The business classification also records activity as an other financial product salesperson, which can reflect supplementary distribution or product referral activity alongside advisory work.

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Public Holdings

Investments & Alternatives

Location & Offices