Leuthold Weeden Capital Management

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.1B

96% of AUM

Avg account

$5.8M

Accounts

200

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 105826
Registered since: October 16, 1987
Website: leutholdgroup.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, PERSHING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Subscription Fees, Fixed Fees
Client types: Investment Companies62.26%
Corporations / Businesses25.55%
Other4.08%
Pooled Investment Vehicles3.56%
HNWI3.49%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Leuthold Weeden Capital Management is a limited liability company organized as a hedge fund advisor that serves both individual/family and institutional clients. The firm is registered with the SEC (registration established in 1987). Its advisory services include portfolio management across individuals, pooled vehicles and institutional clients, plus publication of periodicals or newsletters. Fee arrangements include percentage-of-AUM, subscription fees and fixed fees. The firm does not identify as an active ESG investor. Leuthold Weeden’s ownership is a mix of a domestic entity and an individual, and it reports activities consistent with a manager that blends traditional equity strategies with alternative allocations and a small number of private funds.