Full cycle fund and management company acumen – accounting, reporting, audit/tax, regulatory filings.
Led by a CFO with 30 years of hands-on experience.
About SecureLee Financial
SecureLee Financial was founded on a simple principle: bring institutional-level financial expertise to fund managers in a way that is accessible, flexible, and cost‑efficient.
I'm Lee Ehly, founder of SecureLee Financial. I have over 30 years of experience in the financial services sector, serving as CFO and Controller for billion-dollar-plus hedge funds, fund of funds, venture capital firms, and private equity funds. Throughout my career, I've developed hands-on expertise across every aspect of fund and management company reporting, financial operations, and infrastructure.
I began my career in public accounting, working in the audit and tax group at Rothstein Kass and in the audit practice at PricewaterhouseCoopers. That foundation provided a deep understanding of financial reporting, compliance, and best practices. I later transitioned into leadership roles within major investment firms, where I was responsible for building and overseeing financial operations at scale.
I hold a bachelor's degree from the Rutgers School of Business and am a Certified Public Accountant (CPA).
Through SecureLee Financial, I now bring this institutional-caliber experience directly to emerging and established fund managers. By offering fully outsourced CFO and financial operations support, I help firms build strong, efficient financial infrastructures—without the overhead of a full-time executive team.
What sets SecureLee Financial apart is a practical, hands-on approach. Clients gain not just guidance, but a partner who understands the day-to-day realities of running a fund and the importance of accurate, timely, and reliable financial information.
Whether you are launching a new fund or strengthening an established platform, SecureLee Financial delivers the expertise and confidence needed to support your growth.
What We Do
From fund launch to annual audit, SecureLee assists the core non-investment functions of your funds and management company so your team can focus on what it does best.
Start a conversationStart-up — Assist with service provider selection, fund formation and establish the back office, reporting, and compliance functions.
Ongoing — Liaise with your administrator for monthly/quarterly/annual reporting, ensure accurate reporting of fund and partner NAVs, recalculate management and performance fees, and assist with internal and external reporting.
Prepare books and records, pay all invoices, record all revenues, prepare budgets, analyze expenses, and create customized management level reports.
Establish coordination among your external auditors/tax preparers and administrator for the year-end close. Audit workpapers, financial statements, K-1 and tax return support and timely distribution to your partners.
Assist with regulatory reporting and compliance filings for funds and management companies, CFTC, state-level requirements, and SEC Forms ADV, PF, 13F.
Any service can be tailored to your needs.
Fund liquidation and closings.
Assistance in converting OMs, CRMs, PMs.
Internal/external reporting projects.
Our Approach
What sets SecureLee Financial apart is a hands-on, operator's perspective.
Clients benefit from:
Institutional-grade financial oversight
Accurate, timely reporting
Scalable operational processes
Practical solutions tailored to real-world challenges
You gain a partner who understands both strategy and day-to-day fund operations.
Our Mission
We believe fund managers should have access to top-tier financial leadership regardless of size or stage.
Our mission is to deliver:
At SecureLee Financial, we provide fully outsourced CFO and financial operations support to:
Our goal is simple: help fund managers build strong, reliable financial infrastructure—without the cost of a full-time executive team.
Who We Work With
We support both:
Emerging managers
looking to build infrastructure the right way from the start
Established firms
seeking to enhance or streamline their existing operations
Whether you're launching a new fund or strengthening an established platform, SecureLee Financial provides the expertise and reliability you need to grow with confidence.
Get in Touch
Whether you're launching a new fund or looking to strengthen your existing financial infrastructure, I'd welcome a conversation. No commitment required.
Thank you. I'll be in touch within one business day.