LEGEIS CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- GREAT NECK, New York
- CRD number
- 332943
- Registered since
- April 30, 2026
- 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 organized as a limited liability company and is classified in FINTRX as an Other Fund Provider that functions as a capital allocator for institutional clients. The firm is registered with the SEC (registered year listed as 2026) and carries business activity designations as a CPO or CTA. Its advisory work centers on portfolio management for pooled investment vehicles and on selecting other advisers, and it also serves as sponsor, general partner and managing member of pooled investment vehicles. Fee arrangements include both a percentage of assets under management and performance-based fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Ownership is listed as a combination of a domestic entity and an individual.
Assets & Accounts
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
Owners & executives
1 of 1MICHAEL SIEGEL
Founder and Chief Executive OfficerCRD 5706696
Contacts
1 of 1TRACY SCHWARTZ
Investment AdvisorCRD 2929485
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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