ALPHA LEONIS PARTNERS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$418M

Discretionary

$25.5M

6% of AUM

Avg account

$139M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WAYNE, Pennsylvania
CRD number: 314560
Registered since: November 12, 2021
Website: www.alphaleonispartners.com
Custodians: J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses93.91%
Pooled Investment Vehicles6.09%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Alpha Leonis Partners, LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2021. The firm presents itself as a venture-capital-focused manager serving institutional clients and charges both a percentage-of-assets fee and performance-based fees. Its advisory services span portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio services for institutions and businesses, and the selection of third-party advisers. The firm also takes on sponsor/GP and managing-member roles for pooled vehicles, indicating active involvement in fund formation and governance. Alpha Leonis does not identify as an ESG investor and is not registered as a multi-state adviser.