Lee Munder Investments Ltd. (Boston)

Name: Lee Munder Investments Ltd.
Address: 200 Clarendon St, Boston, MA, 02116
Telephone: 617-380-5600

Lee Munder Investments Ltd. is a large advisory firm based in Boston. It manages $3.09 billion of regulatory assets for 600 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Lee Munder Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lee Munder Investments: assets under management

The assets under management (AUM) of Lee Munder Investments Ltd. is $3.09 billion. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.53 billion in discretionary accounts and $558.93 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.33 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $34.93 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lee Munder Investments Ltd. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Lee Munder Investments Ltd.

Kenneth Leslie Swan has been acting as President since 1 Mar 2001. Jeffrey Parker Davis has served as the Chief Investment Officer since 1 Apr 2005. Iii Joseph F Tower joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lee Paul Munder	Ceo	1 Mar 2000	50% - 75%	2042028
Lp Lee Munder Capital Group	Limited partner	1 May 2000	75% - 100%	52-2249333
Lee Munder Investments Llc	General partner	1 May 2000	Other	65-0985322
Kenneth Leslie Swan	President	1 Mar 2001	Other	4875165
William Emerson Corson	Cco	1 Aug 2004	Other	4872608
Jeffrey Parker Davis	Chief investment officer	1 Apr 2005	Other	2083043
Terry Harley Gardner	Cco	1 Oct 2005	Other	2368639
Iii Joseph F Tower	Chief financial officer	1 Jun 2006	Other	2489335

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lee Paul Munder	Owner	1 May 2000	75% - 100%	2042028
Inc. Lee Munder Capital Group	General partner	1 May 2000	Other	52-2249331
Terry Harley Gardner	Limited partner	1 Aug 2000	Other	2368639
Nicholas Smith Battelle	Limited partner	1 Aug 2000	Other	852021
Andrew Lloyd Beja	Limited partner	1 Aug 2000	Other	1353530
Lp Rednum Family Investments	Limited partner	1 Aug 2000	25% - 50%	65-1065369
Lee Paul Munder	Principal owner	1 Aug 2000	75% - 100%	2042028
Jonathan Fitch Stone	Limited partner	1 Aug 2000	Other	2169432
Llc Castanea Family Investments	Limited partner	1 Mar 2002	Other	33-0997265
Llc Castanea Family Holdings	Limited partner	1 Mar 2002	Other	02-0548737
Robert Alan Smith	Member	1 Mar 2002	25% - 50%	4521393
Brian Jonathan Knez	Member	1 Mar 2002	25% - 50%	4521397
Philip Smith Trust	Owner	1 Mar 2002	75% - 100%	04-6065280
Nancy L Marks	Trustee	1 Mar 2002	Other	4521408
Richard A Smith	Trustee	1 Mar 2002	Other	4521410

Based in Boston

The principal office where Lee Munder Investments Ltd. performs its advisory services is located at 200 Clarendon St, Boston, MA 02116 The mailing address of the firm is 422 Sunset Road, West Palm Beach, FL 33401. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 617-380-5600 or by fax 617-380-5601. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.leemunder.com.