Leggett Capital Partners

RIASEC Registered
Total AUM
$333M
Discretionary
$333M
100% of AUM
Avg account
$16.7M
Accounts
20
Employees
5
Advisory reps
4

Firm details

Headquarters
Houston, Texas
CRD number
342997
Registered since
July 1, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Leggett Capital Partners LLC is an institutional registered investment adviser that focuses on managing pooled investment vehicles for institutional clients. The firm registered with the SEC in 2026 and operates under an owner-type classified as individual. Its advisory activity is concentrated on portfolio management for pooled vehicles, and it serves primarily institutional investors rather than retail households. The firm charges a combination of percentage-of-assets fees and performance-based fees, a fee mix that aligns with its sponsorship and GP roles in private funds. Leggett also holds industry roles consistent with active fund management: real estate broker and sponsor/GP/managing member of pooled investment vehicles. The firm is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

FINTRX

Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1106 Witte Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth