LEO Fund Services, LLC
Firm details
- Headquarters
- Edison, New Jersey
- CRD number
- 163259
- Registered since
- August 2, 2012
- Website
- www.leowealth.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
LEO Fund Services, LLC is a U.S.-based limited liability company that acts primarily as an adviser to pooled investment vehicles and as a selector of third‑party managers. The firm is classified across private equity and hedge fund strategies and presents itself as a multifaceted fund manager focused on institutional clients. Its business model centers on managing private fund vehicles and overseeing manager relationships rather than operating as a broad capital allocator to external programs. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees, aligning compensation with both asset size and fund performance. LEO Fund Services is not positioned as an ESG-active investor and does not identify as a multi-state adviser under its reporting. It holds industry relationships spanning broker‑dealers, other registered investment advisers, accounting firms, insurers and acts in sponsor/GP/managing-member roles for pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
2 of 2
Eric Katz
Chief Strategy OfficerCRD 4024339

Jon Rustin
Chief Financial OfficerCRD 6445364
Contacts
3 of 4
Michael Bohlinger
Managing DirectorCRD 4621321

Peter Savva
Managing DirectorCRD 5696522

Kenneth Dugan
Managing DirectorCRD 2417378
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Edison, NJ
Middlesex
Location
Edison, NJ
Headquartered in Edison, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Middlesex
- Address
- 379 Thornall St
- Time zone
- ET (UTC-5)
- Office locations
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