SOCIAL LEVERAGE ADVISORS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$444M
Discretionary
$444M
100% of AUM
Avg account
$40.3M
Accounts
11
Employees
7
Advisory reps
4

Firm details

Headquarters
Scottsdale, Arizona
CRD number
292690
Registered since
July 28, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Social Leverage Advisors, LLC is a venture-focused investment manager that concentrates on managing pooled investment vehicles for institutional clients. The firm operates as an LLC and is structured primarily to run venture capital strategies; it acts not only as portfolio manager but also as sponsor and general partner or managing member for its funds. Its client base is institutional, and its advisory activity is focused on portfolio management for pooled vehicles rather than direct retail relationships. Investment activity is concentrated in private venture investments and fund-level exposures. The firm charges a percentage-of-AUM management fee plus performance-based fees, aligning compensation with fund performance. Social Leverage Advisors does not identify as an active ESG investor, and it is not structured as a multi-state adviser. It also does not position itself as a capital allocator to outside mandates; instead, it manages and sponsors its own pooled vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

3 of 4
  • HOWARD LINDZON

    Founder & Managing PartnerCRD 2209764

  • THOMAS PETERSON

    Founder & Managing PartnerCRD 6038020

  • GARY BENITT

    Managing PartnerCRD 6472415

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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

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
8390 E Via de Ventura
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth