LEONIS CAPITAL PARTNERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
330447

Firm profile

FINTRX

Overview

Leonis Capital Partners, LLC is organized as a limited liability company owned by an individual and functions primarily through pooled investment vehicles. The firm is classified as unclassified in the available data and does not report a traditional advisory client base or multi-state advisory operations. Public filings do not show an SEC registration year. Leonis is not flagged as an active ESG investor and is not identified as a capital allocator or pension consultant in the source information. Activities recorded for the firm indicate it serves as a sponsor and as general partner / managing member of pooled funds. There is no detailed public description of fee schedules or standard retail advisory services, suggesting the firm's activity centers on managing private fund structures rather than providing broad retail wealth-management offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • Jie Zhao

    ManagerCRD 7883938

Wealth teams

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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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
535 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth