LEUCADIA ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2003
Total AUM
$3.1B
Discretionary
$3.1B
100% of AUM
Avg account
$204M
Accounts
15
Employees
33
Advisory reps
17

Firm details

Headquarters
New York, New York
CRD number
121767
Registered since
January 21, 2003
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles94.97%
  • Corporations / Businesses5.03%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Leucadia Asset Management LLC is a multi-strategy asset manager organized as an LLC and registered with the SEC since 2003. It operates across hedge fund, private equity and venture capital strategies and serves an institutional client base. The firm serves as portfolio manager for pooled investment vehicles and for businesses or institutions, selects other advisers, and publishes investment periodicals. It also performs CPO/CTA activities and holds several industry registrations and sponsor roles tied to pooled vehicles and futures activity. Fee arrangements are varied — the firm charges percentage-of-AUM fees, fixed and subscription fees, and performance-based fees. Leucadia does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 77%, Derivatives 23%77%
  • Exchange Traded Equities77%
  • Derivatives23%

Owners & executives

3 of 4
  • MATTHEW SMITH

    Chief Operating OfficerCRD 4183833

  • Ya Tung

    Chief Investment OfficerCRD 5682315

  • LAURI SCORAN

    Chief Compliance OfficerCRD 2060170

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Contacts

3 of 13
  • Chelsea Taylor

    Equity Research SalesCRD 6967070

  • Nicholas Pagonis

    Equity SalesCRD 7690395

  • Robert Ivey

    Vice PresidentCRD 6694145

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
520 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth