Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
11 supported by public sources, 0 supplied by the profile owner
Committee roles
3Roles supported by the sources cited on this profile
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Susan Yun Lee is a multi-asset class allocator with experience advising institutions on investments across public equities, private equity, venture capital, real assets, credit, fixed income, and hedge fund strategies. She currently serves as Chief Investment Officer of a foundation and previously managed investment assets for The Broad Foundations. She began her career in strategy at Bain & Company and The Walt Disney Company.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Board appointments

Governance

Board appointments, committee responsibilities and disclosed relationships.

Board and advisory record

Board service

Sources are shown with each role, education record, or credential.

Director

Crescent Capital BDC, Inc.

2022-01-01 · current

Confirmed by public sourceView source

Connections

Explore the roles, education and affiliations published in this record.

Crescent Capital BDC, Inc.

Open Crescent Capital BDC, Inc. profile →

Director at Crescent Capital BDC, Inc.

2022-01-01 → End not stated

current · source reported

Observed: 2026-09-16

Crescent Capital B…Crescent Capital BDC, Inc.Susan Yun Lee

Dashed lines mark past roles. Select a connection to see its dates and sources.

Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

Career history, education, credentials and public contributions.

Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec FilingCCAP DEF 14A director slateSupports AI and ML experience, Board role, Committee assignments, Executive company, Executive title, Cybersecurity experience, Technology background.Open sourceSource 2 · Sec FilingABAT DEF 14A director slateSupports Board role, Committee assignments.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:susan-yun-lee
Record version
public-0

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · Source reportedAI and ML experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Board membership · Source reportedServes on the board of Crescent Capital BDC, Inc.1 source
Verification
Source reported
Confidence
Not stated
Last reviewed
Not stated
Board role · CorroboratedBoard role: DirectorSupported by 2 public records2 sources
Verification
Corroborated
Confidence
92%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Committee assignments · Source reportedCommittee assignments: Audit, Nominating/Governance, Compensation1 source
Verification
Source reported
Confidence
88%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Committee assignments · Source reportedCommittee assignments: Compensation, Nominating/Governance1 source
Verification
Source reported
Confidence
88%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Cybersecurity experience · Source reportedCybersecurity experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Executive company · Source reportedExecutive at Clif Family Foundation1 source
Verification
Source reported
Confidence
85%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Executive title · Source reportedExecutive title: Chief Investment Officer1 source
Verification
Source reported
Confidence
85%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Technology background · Source reportedTechnology background: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

View all sources4 records
  1. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

    Supports: AI and ML experience · Board role · Committee assignments · Executive company · Executive title · Cybersecurity experience · Technology background

  2. https://www.sec.gov/Archives/edgar/data/1633336/000114036126012755/ny20064040x1_def14a.htm

    Sec Proxy · Tier not stated · Reviewed Apr 24, 2026

    Supports: Director at Crescent Capital BDC, Inc. (NASDAQ: CCAP)

  3. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

    Supports: Board role · Committee assignments

  4. https://www.sec.gov/Archives/edgar/data/1633336/000114036126012755/ny20064040x1_def14a.htm

    Public Source · Tier not stated · Reviewed Not stated

    Supports: Board membership