Leisure Capital Management, Inc.
Firm details
- Headquarters
- Costa Mesa, California
- CRD number
- 120374
- Registered since
- August 28, 2002
- Website
- www.leisurecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI83.25%
- Individuals13.49%
- Charitable Organizations3.26%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Leisure Capital Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2002 and positions itself as a capital allocator for both individual/family and institutional clients. The firm provides discretionary portfolio management for individuals, small businesses, and institutions, offers pension consulting and selection of third-party advisers, and charges fees based on a percentage of assets under management as well as hourly fees. Leisure Capital identifies as an active ESG investor and reports being an allocator to external managers rather than purely managing all strategies in-house. The firm was listed among Forbes’ America's Top RIA Firms in 2023.
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
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds8%
- US Government Bonds6%
- State & Local Bonds6%
Contacts
3 of 8
Gideon Bernstein
Financial AdvisorCRD 2530560
Jeanne Pepper
CRD 6460304
Anne Leisure
CRD 6459782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$82.4M in ETFs
51%
$42.4M
48%
$40.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| HARBOR LONG-TERM GROWERS ETF (WINN) | Harbor | Active | Large Growth | $18.6M | 571,337 | 22.50% |
Location
Costa Mesa, CA
Orange
Location
Costa Mesa, CA
Headquartered in Costa Mesa, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 650 Town Center Dr
- Time zone
- PT (UTC-8)
- Office locations
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