Legeis Capital Advisors, LLC
Firm details
- Headquarters
- Great Neck, New York
- CRD number
- 332943
- Registered since
- April 30, 2026
- Website
- www.legeiscapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Legeis Capital Advisors, LLC is a limited liability company that operates as a provider of pooled investment vehicles for institutional clients. The firm is registered with the SEC (registration listed in 2026) and is structured to serve as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor, general partner or managing member for its funds. Its advisory remit centers on portfolio management for pooled investment vehicles and the selection of other advisers, and its compensation combines a percentage-of-AUM fee with performance-based fees. The firm is not identified as an ESG investor and is described as serving a domestic, institutional client base.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Tracy Schwartz
COO & CCOCRD 2929485

Michael Siegel
Chief Executive Officer & Chief Investment OfficerCRD 5706696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Great Neck, NY
Nassau
Location
Great Neck, NY
Headquartered in Great Neck, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 3 Grace Ave
- Time zone
- ET (UTC-5)
- Office locations
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