Tech stack
No one at Adrian Lee & Partners has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
J.P. Morgan
Per Form ADV · $7.6B held · filed Sep 2024
State Street
Per Form ADV · $6.8B held · filed Sep 2024
BNY
Per Form ADV · $4.5B held · filed Sep 2024