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Kevin Russell Orr

LEE CAPITAL MANAGEMENT LP·WELLESLEY, Massachusetts
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57 RIVER STREET, WELLESLEY, MA 02481CRD# 2412168Firm CRD# 283304
01

About

Kevin Russell Orr is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with LEE CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
3D/L CAPITAL MANAGEMENT, LLC
3D/L CAPITAL MANAGEMENT, LLC
AUM
$574M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at 3D/L CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Other: SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES
Regulatory
SEC/IARD CRD# 2412168
Firm CRD# 283304
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Russell Orr offer?
Kevin Russell Orr specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Kevin Russell Orr's credentials?
Kevin Russell Orr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Russell Orr located?
Kevin Russell Orr is based in WELLESLEY, Massachusetts, working with LEE CAPITAL MANAGEMENT LP. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Kevin Russell Orr charge for services?
Kevin Russell Orr's firm is compensated through percentage of aum, other: subadvisor and model provider/strategist fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEE CAPITAL MANAGEMENT LP?
LEE CAPITAL MANAGEMENT LP has approximately 14 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Patrick Volo — CAMMACK LARHETTE ADVISORS, LLCJeffrey Levy — CAMMACK LARHETTE ADVISORS, LLCJoseph Marc Kopilak — BEACON ENERGY INVESTORS II, L.P.Betsy A Callahan — F-SQUARED CAPITAL, LLCMary Jule Guilfoile — BEACON ENERGY INVESTORS II, L.P.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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