LEGEIS CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2026
Total AUM
$497M
Discretionary
$497M
100% of AUM
Avg account
$166M
Accounts
3
Employees
1
Advisory reps
2

Firm details

Headquarters
GREAT NECK, New York
CRD number
332943
Registered since
April 30, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Legeis Capital Advisors, LLC is organized as a limited liability company and is classified in FINTRX as an Other Fund Provider that functions as a capital allocator for institutional clients. The firm is registered with the SEC (registered year listed as 2026) and carries business activity designations as a CPO or CTA. Its advisory work centers on portfolio management for pooled investment vehicles and on selecting other advisers, and it also serves as sponsor, general partner and managing member of pooled investment vehicles. Fee arrangements include both a percentage of assets under management and performance-based fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Ownership is listed as a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MICHAEL SIEGEL

    Founder and Chief Executive OfficerCRD 5706696

Contacts

1 of 1
  • TRACY SCHWARTZ

    Investment AdvisorCRD 2929485

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREAT NECK, NY

NASSAU

Location

GREAT NECK, NY

Headquartered in GREAT NECK, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
3 Grace Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth