Richard Lees Capital Management

Overview

Richard Lees Capital Management is an independent, individually owned registered investment adviser organized as a corporation. The firm provides discretionary portfolio management for individuals and small businesses and publishes periodicals or newsletters as part of its advisory activities. Compensation is charged as a percentage of assets under management and via hourly fees. The firm does not identify as an active ESG investor, is not classified as a multi-state adviser in the available filing, and is not listed as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices