Executive record

Susan Yun Lee

Director at Crescent Capital BDC, Inc.

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Alpha ID: alpha:person:susan-yun-leeVersion: public-0As of: 2026-09-28

Not yet claimed10 published Claims4 sources
  • Director

Key Claims

Biography

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.

Alpha editorial summary written from the cited sources below. It does not change any Claim on this record.

Board service

Boards

Claims

Executive career

  1. Dates not publishedExecutive title: Chief Investment Officer · Organization not publishedCCAP DEF 14A director slate

Claims

Conflicts and accountability

Alpha has not published independence, related-party, proceedings or disciplinary Claims for this record. This is not a finding that none exist.

Only disclosed facts and public registers appear here. Executive records carry no credit, personal litigation, background screening or underwriting views. None observed is not a clearance.

Evidence, history and coverage

Additional published Claims

Published evidence records

4 evidence records, matching Agent View. Records may refer to different locations or observations in the same document. This count is not a count of independent corroborating sources.

  1. CCAP DEF 14A director slate

    sec filing · Source published: Apr 1, 2026 · Retrieved: May 15, 2026

    Supports 7 claims
    • AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 15, 2026
    • Board role: Board role: Director · Claim reviewed: May 15, 2026
    • Committee assignments: Committee assignments: Audit, Nominating/Governance, Compensation · Claim reviewed: May 15, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 15, 2026
    • Executive company: Executive at Clif Family Foundation · Claim reviewed: May 15, 2026
    • Executive title: Executive title: Chief Investment Officer · Claim reviewed: May 15, 2026
    • Technology background: Technology background: not identified in the cited filing · Claim reviewed: May 15, 2026

  2. Open source

    sec proxy · Source published: Apr 1, 2026 · Retrieved: Apr 24, 2026

    Supports 1 claim
    • Professional Role: Director at Crescent Capital BDC, Inc. · Claim reviewed: May 15, 2026

  3. ABAT DEF 14A director slate

    sec filing · Source published: Sep 19, 2025 · Retrieved: May 15, 2026

    Supports 2 claims
    • Board role: Board role: Director · Claim reviewed: May 15, 2026
    • Committee assignments: Committee assignments: Compensation, Nominating/Governance · Claim reviewed: May 15, 2026

  4. Open source

    public source · Source published: Date unavailable · Retrieved: Date unavailable

    Supports 1 claim
    • Board membership: Serves on the board of Crescent Capital BDC, Inc. · Claim reviewed: May 15, 2026