Leonid Capital Partners, LLC

RIASEC RegisteredEst. 2025
Total AUM
$363M
Discretionary
$363M
100% of AUM
Avg account
$182M
Accounts
2
Employees
20
Advisory reps
3

Firm details

Headquarters
Huntington Beach, California
CRD number
327020
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

Leonid Capital Partners, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves institutional clients and focuses on portfolio management for pooled investment vehicles. It acts in sponsor / general partner / managing member roles for those vehicles rather than acting solely as a distributor or allocator. Its fee model combines a percentage-of-assets fee with performance-based fees. The firm does not describe itself as an active ESG investor, a multistate adviser, or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Monroe Weng

    Chief Financial OfficerCRD 6554198

Contacts

2 of 2
  • James Parker

    James Parker

    Co-Founding PartnerCRD 7300183

  • Christopher Lay

    Founding PartnerCRD 7754958

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Huntington Beach, CA

Orange

Location

Huntington Beach, CA

Headquartered in Huntington Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
16400 Pacific Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth