Edward Lee
Analyst-Equity at OFS Capital Management LLC (Investment Management)
Profile
Mr. Edward Lee is a Vice President at OFS Capital Management LLC (Investment Management).
He is responsible for sourcing and evaluating investment opportunities for the Middle Market Lending business.
Prior to joining OFS Capital Management in 2018, Mr. Lee was an Associate of CSG Partners LLC, and prior to that was an Analyst in Barclays’ Corporate and Investment Banking group.
He holds a Master of Science in Accounting and a Bachelor of Science from New York University Leonard N.
Stern School of Business.
Edward Lee active positions
| Companies | Position | Start |
|---|---|---|
OFS Capital Management LLC (Investment Management)
 OFS Capital Management LLC (Investment Management) Investment ManagersFinance OFS Capital Management LLC (OFS Management) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Orchard First Source Asset Management LLC, which in turn is owned by Orchard First Source, Inc. OFS Management provides investment advisory services to business development companies (BDCs), OFS Credit Company, Inc. (OCCI), certain affiliated and unaffiliated pooled investment vehicles and separately managed accounts. | Analyst-Equity | 2017-12-31 |
Former positions of Edward Lee
| Companies | Position | End |
|---|---|---|
Barclays Corp. (California)
 Barclays Corp. (California) Real Estate DevelopmentFinance Part of Barclays PLC, Barclays Corp. (California) is a company that provides real estate services. The company is based in Los Angeles, CA. | Corporate Officer/Principal | - |
CSG Partners LLC
 CSG Partners LLC Investment Banks/BrokersFinance CSG Partners LLC engages in the provision of investment banking services. The firm offers advice in three service areas to middle-market companies: employee stock ownership plans, mergers and acquisitions, and capital advisory services. It serves industries including apparel and consumer goods, business process outsourcing, construction and engineering, marketing and communications, and recruiting and staffing. The company was founded by Lawrence Kaplan in 2001 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Edward Lee
| New York University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
OFS Capital Management LLC (Investment Management)
OFS Capital Management LLC (Investment Management) Investment ManagersFinance OFS Capital Management LLC (OFS Management) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm is a subsidiary of Orchard First Source Asset Management LLC, which in turn is owned by Orchard First Source, Inc. OFS Management provides investment advisory services to business development companies (BDCs), OFS Credit Company, Inc. (OCCI), certain affiliated and unaffiliated pooled investment vehicles and separately managed accounts. | Finance |
CSG Partners LLC
CSG Partners LLC Investment Banks/BrokersFinance CSG Partners LLC engages in the provision of investment banking services. The firm offers advice in three service areas to middle-market companies: employee stock ownership plans, mergers and acquisitions, and capital advisory services. It serves industries including apparel and consumer goods, business process outsourcing, construction and engineering, marketing and communications, and recruiting and staffing. The company was founded by Lawrence Kaplan in 2001 and is headquartered in New York, NY. | Finance |
Barclays Corp. (California)
Barclays Corp. (California) Real Estate DevelopmentFinance Part of Barclays PLC, Barclays Corp. (California) is a company that provides real estate services. The company is based in Los Angeles, CA. | Finance |
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