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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.