SOCIAL LEVERAGE ADVISORS, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 292690
- Registered since
- July 28, 2022
- Website
- www.socialleverage.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4HOWARD LINDZON
Founder & Managing PartnerCRD 2209764
THOMAS PETERSON
Founder & Managing PartnerCRD 6038020
GARY BENITT
Managing PartnerCRD 6472415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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