LEON CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$245M
Discretionary
$245M
100% of AUM
Avg account
$11.7M
Accounts
21
Employees
75
Advisory reps
6

Firm details

Headquarters
DALLAS, Texas
CRD number
332987
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Leon Capital Management, LLC is a limited liability company that operates as a fund manager focused on private equity and real estate strategies. The firm is SEC-registered and structured to manage pooled investment vehicles for institutional clients, acting in sponsor and general partner capacities when it forms funds. Its business model blends traditional private fund management with active sponsor and managing-member roles, which means it typically originates or oversees transactions rather than only acting as a passive allocator. The firm charges a mix of percentage-of-AUM and performance-based fees aligned with active private fund management. Leon Capital Management, LLC is not an active ESG investor and does not position itself as a pension consultant or a capital allocator; instead, its emphasis is on operating and advising private funds that pursue direct private equity and real estate opportunities. The firm’s activities include portfolio management for pooled investment vehicles and affiliations that include insurance-company relationships and sponsor roles in pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Joshua Canafax

    Chief Investment OfficerCRD 6745516

  • FERNANDO DELEON

    Chief Executive OfficerCRD 4469677

Contacts

3 of 4
  • SEAN WOOD

    PresidentCRD 8064888

  • HUNTER DALLAS

    PresidentCRD 5552582

  • BLAKE SHROEDER

    Managing DirectorCRD 8192735

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3500 Maple Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth