Leyenda Capital
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Public Funds/Mutual Funds10%
Contacts
2 of 2Walter Lange
Investment Advisor RepresentativeCRD 6864404
Jaime Lozowsky
MemberCRD 7594994
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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