LEGION PARTNERS ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 164136
- Registered since
- June 4, 2012
- Website
- legionpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Legion Partners Asset Management, LLC is a hedge-fund manager that has been SEC-registered since 2012 and serves an institutional client base. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it acts as a sponsor and managing member/GP of pooled vehicles. Its fee arrangement combines a percentage-of-AUM management fee with performance-based compensation. The adviser is not billed as an ESG investor, is not a multi-state adviser, and is not classified as a capital allocator or pension consultant in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1DAVID KATZ
CCO / Chief Operating OfficerCRD 3253961
Contacts
2 of 2RAYMOND WHITE
Managing DirectorCRD 5360420
CHRISTOPHER KIPER
Managing DirectorCRD 5798843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 12121 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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