Leggett Ventures

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
5
Advisory reps
0

Firm details

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

Firm profile

FINTRX

Overview

Leggett Ventures is organized as a limited liability company and is registered with the SEC as of 2026. The firm identifies itself as a newly formed investment adviser whose advisory activity centers on portfolio management for pooled investment vehicles. Its regulatory profile lists it as unclassified rather than tied to a single legacy channel (RIA, broker-dealer, etc.), and it is not designated as a capital allocator. Fee arrangements combine a percentage-of-assets component with performance-based fees, a mix commonly seen with managers running private funds or sponsor-led vehicles. The firm does not flag itself as an active ESG investor and is not registered as a multistate adviser in the source data.

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

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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