# Wagener-Lee

Wagener-Lee is a Multi Family Office based in Columbia, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Columbia, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 1981
- **Assets under management:** Undisclosed
- **Website:** wagenerlee.com

## Regulatory record

- **CRD number:** 136002
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136002

## About

Wagener-Lee, LLC is an Independent Registered Investment Advisor that follows a fiduciary standard throughout the financial planning engagement, placing clients' interests first. The firm offers comprehensive strategies tailored to clients' needs, dreams and values, and creates financial plans aligned to timeline and risk tolerance. Its practice includes an estate attorney, CFA, CFPs, CPAs and licensed insurance professionals under one roof, enabling comprehensive financial planning with investment, retirement, tax and legal factors in mind.

## Sectors

- Growth Equity
- Private Equity

## People

- Thomas H. Lee — Co-Founder
- James Wagener — Co-Founder

## Questions

### How is Wagener-Lee different from Thomas H. Lee Partners?

Wagener-Lee is a family and multi-family investment office, not an institutional private equity fund. Thomas H. Lee Partners is the buyout firm Lee helped found in 1974 that raises blind-pool funds from outside limited partners. Wagener-Lee deploys personal and select family capital directly, allowing for permanent ownership of portfolio companies without a mandated exit timeline.

### Who makes investment decisions at Wagener-Lee?

The founding partners — James Wagener and Thomas H. Lee — have historically served as the primary decision-makers. The office operates with a small team, and final investment authority for direct deals rests with its principals.

### Does Wagener-Lee accept outside capital?

No. Wagener-Lee manages capital exclusively for the Lee family and the small group of partner families it was founded to serve in 1981. It has never raised a fund open to institutional investors or the general public.

### What types of companies does Wagener-Lee invest in?

The firm targets profitable, founder-owned private companies in the middle market, with sectors historically spanning consumer, healthcare services, and industrials. It prefers controlling or significant minority positions where existing management stays in place after the investment.

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Last updated: 2026-08-11T15:08:32.892Z

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