Leyenda Capital

RIASEC Registered
Total AUM
$55M
Discretionary
$55M
100% of AUM
Avg account
$3.2M
Accounts
17
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
322574
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Leyenda Capital is a small, privately owned investment adviser organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm runs discretionary mandates and charges a combination of AUM-based fees and performance fees, a structure that typically signals a willingness to run concentrated or outcome-driven strategies where manager performance is a meaningful part of compensation. Leyenda Capital identifies a clear equity preference: most client assets are invested in exchange-traded equities rather than fixed income or cash. The firm does not position itself as an ESG investor and is not set up as a multi-state adviser or pension consultant. Its client base is individual and family households, and its advisory activities are narrowly concentrated on direct portfolio management rather than broad institutional consulting or outsourced CIO services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 90%, Public Funds/Mutual Funds 10%90%
  • Exchange Traded Equities90%
  • Public Funds/Mutual Funds10%

Contacts

2 of 2
  • Walter Lange

    Investment Advisor RepresentativeCRD 6864404

  • Jaime Lozowsky

    MemberCRD 7594994

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth