LFE CAPITAL, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NAPLES, Florida
CRD number
160288
Registered since
March 26, 2012

Firm profile

FINTRX

Overview

LFE Capital, LLC is an SEC-registered limited liability company formed in 2012 and owned by an individual. The firm’s activity centers on managing private investment vehicles rather than running a retail advisory practice: it reports no advisory clients and instead operates a small number of private funds. LFE Capital does not identify as an active ESG investor and its stated business profile is oriented toward pooled private-market strategies rather than public-market wealth management. Investment activity is concentrated in privately offered funds. Reported fund types emphasize private equity and a category labeled “Other,” indicating the firm structures and manages closed-end or pooled vehicles. The firm’s investor base appears to be composed of fund investors (limited partners) rather than traditional advisory account holders.

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

Contacts

2 of 2
  • LESLIE FRECON

    Founder and Managing PartnerCRD 6040111

  • PAULA BATA

    Vice President of FinanceCRD 2317639

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NAPLES, FL

COLLIER

Location

NAPLES, FL

Headquartered in NAPLES, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.

Metro area
Cape Coral-Fort Myers-Naples, FL
Region
South
County
COLLIER
Address
365 5 Ave S
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth