Richard Lees Capital Management

Overview

Richard Lees Capital Management is a small, privately held advisory firm that manages concentrated discretionary portfolios for individuals and small businesses while also producing periodicals or newsletters. The firm charges a combination of AUM-based fees and hourly fees, and its advisory activity centers on direct portfolio management rather than institutional consulting or multi-state distribution. The ADV details show an equity-first approach: public, exchange-traded securities are the largest single allocation, supported by mutual funds and corporate debt for fixed-income exposure. The adviser is not identified as an active ESG investor and is not structured as a capital allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices