David Lee
Chairman at Variant Alternative Income Fund
David Lee active positions
Companies | Position | Start | End |
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Variant Alternative Income Fund
Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI. | Independent Dir/Board Member | 2017-10-01 | - |
Chairman | 2020-05-13 | - | |
Director/Board Member | 2017-10-01 | 2020-05-13 | |
Infinity Core Alternative Fund
Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI. | Chairman | 2013-09-30 | - |
Independent Dir/Board Member | 2013-09-30 | - | |
Aspiriant Risk-Managed Real Asset Fund
Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Chairman | - | - |
Independent Dir/Board Member | - | - | |
Aspiriant Risk-Managed Capital Appreciation Fund
Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Capital Appreciation Fund operates as a non-diversified closed-end management investment firm. It intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities. The company was founded on November 10, 2020 and is headquartered in Milwaukee, WI. | Chairman | 2020-11-09 | - |
Independent Dir/Board Member | 2020-11-09 | - | |
First Trust Private Assets Fund
First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Chairman | 2022-02-13 | - |
Independent Dir/Board Member | 2022-02-13 | - | |
First Trust Private Credit Fund
First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Chairman | - | - |
Independent Dir/Board Member | - | - | |
Destiny Alternative Fund (Tax Exempt) LLC | Director/Board Member | - | - |
The Relative Value Fund
The Relative Value Fund Investment Trusts/Mutual FundsMiscellaneous The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI. | Chairman | 2019-04-30 | - |
First Trust Real Assets Fund
First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI. | Director/Board Member | - | - |
Independent Dir/Board Member | - | - | |
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Career history of David Lee
Former positions of David Lee
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Statistics
International
United States | 17 |
Operational
Independent Dir/Board Member | 10 |
Chairman | 9 |
Director/Board Member | 7 |
Sectoral
Miscellaneous | 14 |
Finance | 2 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 16 |
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Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Finance |
Center Coast Core Mlp Fund I LLC
Center Coast Core Mlp Fund I LLC Investment Trusts/Mutual FundsMiscellaneous Center Coast Core Mlp Fund I LLC operates as a non-diversified, closed-end management investment company. Its investment objective is to seek to provide investors with current income and long-term capital appreciation. The company was founded on May 24, 2011 and is headquartered in Houston, TX. | Miscellaneous |
Aetna Multi-Strategy 1099 Fund
Aetna Multi-Strategy 1099 Fund Investment Trusts/Mutual FundsMiscellaneous Aetna Multi-Strategy 1099 Fund is a closed-end investment company. Its investment objective is to generate superior risk adjusted returns while preserving capital during adverse market environments. The company was founded on June 11, 2012 and is headquartered in Milwaukee, WI. | Miscellaneous |
Infinity Core Alternative Fund
Infinity Core Alternative Fund Investment Trusts/Mutual FundsMiscellaneous Infinity Core Alternative Fund operates as a closed end investment trust. The investment objective of the trust is to seek long-term capital growth. It also invests in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities and currency interests. The company was founded on October 1, 2013 and is headquartered in Milwaukee, WI. | Miscellaneous |
The Relative Value Fund
The Relative Value Fund Investment Trusts/Mutual FundsMiscellaneous The Relative Value Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI. | Miscellaneous |
Vivaldi Opportunities Fund
Vivaldi Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Vivaldi Opportunities Fund is a closed-end investment management company. It seeks to generate long-term returns with low sensitivity to traditional equity and fixed income indices. The company was founded on March 29, 2017 and is headquartered in Milwaukee, WI. | Miscellaneous |
Client Opinions, Inc.
Client Opinions, Inc. Miscellaneous Commercial ServicesCommercial Services Client Opinions, Inc. provides business consulting services. The private company is based in Chapel Hill. | Commercial Services |
Variant Alternative Income Fund
Variant Alternative Income Fund Investment Trusts/Mutual FundsMiscellaneous Variant Alternative Income Fund is a close-ended interval fund, which engages in the provision of portfolio of unconventional income-generating assets. The company was founded on October 2, 2017 and is headquartered in Milwaukee, WI. | Miscellaneous |
Aspiriant Risk-Managed Real Asset Fund
Aspiriant Risk-Managed Real Asset Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Real Asset Fund operates as a closed-end investment fund. The investment objective of the Fund is to seek long term capital appreciation. The Fund intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles (collectively, “Investment Funds”) that invest substantially all their assets in real estate, infrastructure, commodities and other real asset securities and funds. The company is headquartered in Milwaukee, WI. | Miscellaneous |
Aspiriant Risk-Managed Capital Appreciation Fund
Aspiriant Risk-Managed Capital Appreciation Fund Investment Trusts/Mutual FundsMiscellaneous Aspiriant Risk-Managed Capital Appreciation Fund operates as a non-diversified closed-end management investment firm. It intends to invest primarily in general or limited partnerships, funds, corporations, trusts or other investment vehicles that invest or trade in a wide range of securities. The company was founded on November 10, 2020 and is headquartered in Milwaukee, WI. | Miscellaneous |
Variant Impact Fund
Variant Impact Fund Investment Trusts/Mutual FundsMiscellaneous Varian Impact Fund operates as a non-diversified, closed-end management investment company. The company was founded in November 2021 and is headquartered in Wisconsin, US. | Miscellaneous |
First Trust Real Assets Fund
First Trust Real Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Real Assets Fund is a non-diversified, closed-end management investment company that intends to operate as an interval fund. The company was founded on December 8, 2021 and is headquartered in Milwaukee, WI. | Miscellaneous |
First Trust Private Assets Fund
First Trust Private Assets Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Assets Fund is a non-diversified and closed-end management investment company. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Miscellaneous |
First Trust Private Credit Fund
First Trust Private Credit Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Private Credit Fund is a a non-diversified, closed-end management investment company, It intends to operate as an interval fund. The company was founded on February 14, 2022 and is headquartered in Milwaukee, WI. | Miscellaneous |
Destiny Alternative Fund (Tax Exempt) LLC | |
First Trust Hedged Strategies Fund
First Trust Hedged Strategies Fund Investment Trusts/Mutual FundsMiscellaneous First Trust Hedged Strategies Fund operates as a closed-end investment fund or Investment trust. The company was founded on March 22, 2023 and is headquartered in Milwaukee, WI. | Miscellaneous |
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