Legeis Capital Advisors, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 332943
· SEC file 801-136113
· Great Neck, NY
· www.legeiscapital.com
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ADV data as of Apr 07, 2026
- Regulatory AUM
- $497M
- Discretionary
- $497M
- Clients
- 3
- Avg AUM / client
- $166M
- Accounts
- 3
- Employees
- 1
AUM over time
$497M
$497M
Mar 31, 2026
Apr 7, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $497M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $107M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Legeis Alpha Upsilon Spv, Llc | Other Private Fund | Delaware | $107M | 1 |
Private funds (1, $107M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Legeis Alpha Upsilon Spv, Llc | Other Private Fund | $107M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/07/2026 | 1.49 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗