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Young Lee

Member at Abbott Capital Management

Officer record from the firm’s Form ADVForm ADV filed 16 July 2026

Young Lee holds the title Member at Abbott Capital Management LLC, a New York investment adviser.

Role at Abbott Capital Management

Title on Schedule A
Member
Control
Young Lee is a control person of Abbott Capital Management.
Ownership
The filed direct ownership band is 10% to 25%.
Tenure
Young Lee has held the filed role since January 2015.

The firm

Abbott Capital Management LLC
New York, NY

Form ADV filed 16 July 2026

$15.6B AUM61 clients20 advisers2 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Young Lee is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Young Lee
CRD
3103400
Firm
Abbott Capital Management LLC
Record basis
Form ADV officer listing
Firm bio
abbottcapital.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Young Lee focuses on investments and client relationships and serves on Abbott’s Investment Committee. Official firm biography

Education

Credentials and memberships

Common questions

Where does Young Lee work?

Young Lee has held the title Member at Abbott Capital Management LLC since January 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 16 July 2026

Is Young Lee a CFA charterholder?

Abbott Capital Management lists Young Lee with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.

Source: Official firm biography

Leadership at Abbott Capital Management

Sources

  1. IAPD individual lookup, CRD 3103400. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Abbott Capital Management LLC, filed 16 July 2026. Title, control and ownership bands.
  3. Abbott Capital Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Young Lee or Abbott Capital Management LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.