Single Family OfficeRIA · CRD 134286SEC-Registered

Updated:

Marsha Lee & Company

MARSHA LEE & COMPANY, INC. is an SEC-registered investment adviser in PALM DESERT, CA. The firm manages approximately $33 million in regulatory assets.

Marsha Lee & Company

MARSHA LEE & COMPANY, INC. is an SEC-registered investment adviser in PALM DESERT, CA. The firm manages approximately $33 million in regulatory assets. It has 3 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

What is Marsha Lee & Company?

Marsha Lee & Company is a single family office tracked on Altss.

What does Altss track for Marsha Lee & Company?

Altss maintains an OSINT-verified profile of Marsha Lee & Company covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Marsha Lee & Company?

Marsha Lee & Company is classified by Altss as a Single Family Office.

How does Altss source intelligence on Marsha Lee & Company?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Marsha Lee & Company's Altss profile last updated?

Marsha Lee & Company's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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