Dora D Lee
Investment adviser representative at Belle Haven Investments, L.P.
10 yearsExperience
1 stateRegistered in
$24.7BFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Belle Haven Investments, L.P.Jul 2017 to now
- National Public Finance GuaranteeFeb 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Belle Haven Investments, L.P.
$24.7BAssets managed
27,822Clients
21Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5144708
- Firm CRD
- 29278