• vcard
214.661.5524
  • Education
    • J.D., University of Texas, 1987
    • B.A., with honors, Carleton College, 1983, Economics
  • Court Admissions
    • U.S. District Court, Northern District of Texas, 1991
    • U.S. Court of Appeals, District of Columbia Circuit,
George Lee helps registered investment advisers and private investment fund sponsors launch and grow their businesses. Polsinelli's private equity, real estate, hedge fund, and venture capital clients rely on him for advice regarding fund formation, regulatory compliance, and portfolio transactions. George is credited with shaping state and federal rules – including the Texas registration exemption for private funds, and the family office exemption.

George is both a seasoned business lawyer and forward-thinking industry leader. His experience as general counsel of a Texas hedge fund gives him a first-hand perspective and understanding of how private investment funds are run.

George represents clients in the following areas:
  • Fund formation 
  • Separately managed accounts 
  • Mergers and acquisitions of registered investment advisers 
  • Seed investments 
  • Side letters 
  • SEC and state examinations and investigations 
  • Regulatory compliance 
  • Internal investigations
  • Represented sponsor in launch of $50 million private equity fund 
  • Represented sponsor in launch of $125 million hedge fund 
  • Represented sponsor in 506(c) offering of $75 million oil and gas fund 
  • Represented registered investment adviser in acquisition of another RIA 
  • Represented registered investment adviser in investigation by Texas Securities Board 
  • Represented registered investment adviser in launch of SMA business
text icon Publications & Presentations
Hot Issues for Investment Fund Managers
Presenter; Dallas Bar Association Securities Law Section Meeting
November 28, 2016
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Draft Wars: The Pros and Cons of Cause Inclusion in Your Investment Advisory Agreements
Presenter; Austin Compliance Roundtable Meeting
August 25, 2016
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Hot Issues for Investment Fund Managers
Presenter; Texas Bar CLE
May 18, 2016
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Co-Author; Law360
April 30, 2015
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How the Investor Obligated Him or Herself: Subscription Agreements
Presenter; 37th Annual Conference on Securities Regulation and Business Law, Pre-Conference Event
February 11, 2015
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Hot Topics in Private Equity and Hedge Funds
Presenter; Texas Bar CLE's 12th Annual Advanced Business Law Course
November 6, 2014
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New Registration Exemption for Texas Fund Managers
Presenter; Texas Bar CLE
March 18, 2014
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Co-Author; Practical Compliance & Risk Management for the Securities Industry
June 2012