# My-CIO Wealth Partners

My-CIO Wealth Partners is a Multi Family Office based in Philadelphia, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Philadelphia, United States
- **Region:** North America
- **Address:** 2929 Walnut Street, Suite 1200, Philadelphia, PA, USA
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** myciowp.com
- **LinkedIn:** https://www.linkedin.com/company/mycio-wealth-partners/

## Regulatory record

- **Reports private funds:** No

## About

My-CIO Wealth Partners was established in 2005 when Ernst & Young divested its investment advisory practice. David E. Lees led the transition and continues as founder and senior partner. The firm serves entrepreneurs, executives, families, endowments and retirement plans from its Philadelphia headquarters. Investment activity spans direct co-investments and SPVs, fund-of-funds vehicles, hedge funds, natural resources and philanthropic mandates. Geographic exposure includes North America and Asia. Confirmed focuses include Energy Transition & Renewables and FinTech alongside ESG considerations. The firm maintains relationships with academic institutions including the University of Pennsylvania, Drexel University and Temple University for talent pipelines. Affiliated Managers Group acquired a minority equity interest in 2015. The firm reports more than $14 billion under management. It participates in professional networks such as the Greater Philadelphia Chamber of Commerce and the Greater Philadelphia Cultural Alliance. No additional offices are disclosed. The structure originated as a spin-out from a large accounting firm rather than from a single family fortune. This history shapes a service model that combines multi-client wealth planning with institutional-style investment access and governance oversight through the AMG partnership.

## Sectors

- Energy Transition & Renewables
- FinTech

## People

- David E. Lees — Founder and Senior Partner

## Questions

### Who runs investment decisions at My-CIO Wealth Partners?

David E. Lees serves as founder and senior partner. Investment decisions integrate client-specific wealth planning with allocations across direct co-investments, funds and hedge funds.

### How does My-CIO Wealth Partners source proprietary deal flow?

The firm draws on relationships developed since its 2005 founding and maintains recruiting ties with the University of Pennsylvania, Drexel University and Temple University.

### Is My-CIO Wealth Partners structured as a single family office or does it operate more like a venture firm?

It functions as a multi-family office. The firm serves multiple client families and institutions rather than a single family or venture-style deployment model.

### Does My-CIO Wealth Partners participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct co-investments or SPVs alongside hedge fund and natural resources allocations.

### How is My-CIO Wealth Partners related to Affiliated Managers Group?

Affiliated Managers Group acquired a minority equity interest in 2015 and remains an equity partner.

## Related profiles

- [Meritage Group](https://altss.com/profile/meritage-group)
- [Tattarang](https://altss.com/profile/tattarang-andrew-forrest-family-office)

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Last updated: 2026-08-10T15:54:10.904Z

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