LE Capital Management LLC
RIASEC Registered
Total AUM
$14.8M
Discretionary
$14.8M
100% of AUM
Avg account
$1.3M
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328261
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
LE Capital Management LLC is an independent RIA organized as an LLC that provides portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and focuses on private-client relationships rather than institutional mandates. Its client base is described as individuals and families. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser.
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 Equities100%
Contacts
1 of 1Cuong Le
OwnerCRD 7812252
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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