Legion Partners Asset Management, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 164136
- Registered since
- June 4, 2012
- Website
- legionpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Legion Partners Asset Management, LLC is a hedge fund–style investment advisor organized as an LLC and SEC-registered since 2012. The firm serves institutional clients and focuses its advisory work on managing pooled investment vehicles and providing portfolio management for businesses or institutional accounts. Fee arrangements include both a percentage-of-AUM component and performance-based fees. Legion Partners does not identify as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator. The firm also acts in sponsor and general partner roles for pooled vehicles, indicating it creates and manages limited partnerships or similar structures alongside its advisory activities.
Assets & Accounts
Public Holdings
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
1 of 1
David Katz
CCO / Chief Operating OfficerCRD 3253961
Contacts
2 of 2
Raymond White
Managing DirectorCRD 5360420

Christopher Kiper
Managing DirectorCRD 5798843
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 12121 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Voyager Management, LLC
RIALos Angeles, CA
ELI Circle Capital, LP
RIALos Angeles, CA
Excolere Equity Partners, LLC
RIALos Angeles, CA
Argyle Capital Partners, LLC
RIALos Angeles, CA
Bristlecone Value Partners, LLC
RIALos Angeles, CA
Gratia Capital, LLC
RIALos Angeles, CA