LEONIS CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 330447
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Jie Zhao
ManagerCRD 7883938
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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