Team

Our principals have built regulated financial businesses, managed funds and investment platforms, and led cross-border expansions across the U.S., Europe and Asia.

Youngro Lee

Co-founded and served as CEO of 2 VC-backed FinTech startups and led through exits, including transitions of Broker-Dealer, RIA, Trust Company and Transfer Agent. Led global expansions for US-based FinTech & Blockchain unicorns via M&As and new licenses. Launched global FinTech Infra VC fund; invested across 6 countries; navigated IPOs and TGEs. 8 years Private Funds counsel at Cleary Gottlieb and Kirkland & Ellis in US, Asia and Europe. Served on inaugural SEC Small Business Capital Formation Advisory Committee.

Co-founded and served as CEO of 2 VC-backed FinTech startups and led through exits, including transitions of Broker-Dealer, RIA, Trust Company and Transfer Agent. Led global expansions for US-based FinTech & Blockchain unicorns via M&As and new licenses. Launched global FinTech Infra VC fund; invested across 6 countries; navigated IPOs and TGEs. 8 years Private Funds counsel at Cleary Gottlieb and Kirkland & Ellis in US, Asia and Europe. Served on inaugural SEC Small Business Capital Formation Advisory Committee.

Bob Dunton

Co-founded and served as CTO in partnership with Youngro, architecting and building cutting-edge technology powering regulated investment, securities transactions, transfer-agency and custody infrastructure. Extensive experience integrating tech innovations with regulatory requirements, serving as Broker-Dealer supervisory principal, Transfer Agent AML officer and Trust Company board member. Led global platform and DevOps functions at world’s largest independent digital asset custodian with $100bn AUC. Former Chief Information Officer at national US law firm.

Co-founded and served as CTO in partnership with Youngro, architecting and building cutting-edge technology powering regulated investment, securities transactions, transfer-agency and custody infrastructure. Extensive experience integrating tech innovations with regulatory requirements, serving as Broker-Dealer supervisory principal, Transfer Agent AML officer and Trust Company board member. Led global platform and DevOps functions at world’s largest independent digital asset custodian with $100bn AUC. Former Chief Information Officer at national US law firm.

Bharat Kesavan

Led finance and operations for venture investment focused ERA/RIA managing $1.5bn+ AUM and 150+ SPVs. Set up and operated financial systems and audit processes for Trust Company and Transfer Agent as CFO, always seeking to establish truth in numbers. Led investments and M&A processes in regulated industries. Previously spent 8 years in top-tier corporate & energy investment banking and M&A in New York and Houston.

Led finance and operations for venture investment focused ERA/RIA managing $1.5bn+ AUM and 150+ SPVs. Set up and operated financial systems and audit processes for Trust Company and Transfer Agent as CFO, always seeking to establish truth in numbers. Led investments and M&A processes in regulated industries. Previously spent 8 years in top-tier corporate & energy investment banking and M&A in New York and Houston.

Tim Lee

Served as APAC COO of world’s largest private fund distribution platform with $300bn+ AUM and 2,000+ fund entities, working closely with leading global asset managers and private banks globally to develop innovative solutions and seamless execution. Previously practiced corporate and private funds law at Cleary Gottlieb in New York and Seoul. Co-founded venture-backed tech startup in Korea navigating complex regulations (exited).

Served as APAC COO of world’s largest private fund distribution platform with $300bn+ AUM and 2,000+ fund entities, working closely with leading global asset managers and private banks globally to develop innovative solutions and seamless execution. Previously practiced corporate and private funds law at Cleary Gottlieb in New York and Seoul. Co-founded venture-backed tech startup in Korea navigating complex regulations (exited).