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 registered with the SEC in 2025. The firm serves institutional clients and focuses on managing pooled investment vehicles; its stated advisory activity is portfolio management for such vehicles. Ownership is reported as involving both a domestic entity and an individual, and the firm identifies itself as sponsor, general partner and managing member of the pooled vehicles it oversees. Fee arrangements include a percentage-of-assets under management component together with performance-based fees. The firm does not position itself as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator.

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

FINTRX

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

FINTRX

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