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 a recently formed limited liability company that registered with the SEC in 2026 and is organized as an institutional registered investment adviser. The firm’s stated advisory activity centers on portfolio management for pooled investment vehicles, and its operating footprint is oriented toward acting as a sponsor and general partner or managing member of private pooled vehicles. Leggett Ventures also lists affiliations as a real estate broker, which suggests its pooled vehicles may include or be focused on real estate-related strategies. The firm does not identify as an active ESG investor, is not a multi-state adviser, and is classified as not being a capital allocator. Leggett Ventures charges clients both a percentage-of-assets-under-management fee and performance-based fees, a common structure for managers running private funds or closed-end vehicles where carried interest or incentive fees align manager and investor economics.

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

Wealth teams

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Newly hired reps

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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