|
⚲
|
| Leader Capital Corp
✚
| |
|---|---|
| CRD # | 46206 |
| SEC # | 801-56684 |
| CIK # | |
| AUM | $522.8 MM (2024-01-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 503-294-1010 |
| Address | 315 W Mill Plain Blvd Vancouver, WA 98660 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 522.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 522.8 |
| By Discretionary | ||
| Discretionary | 2 | 522.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 522.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 522.8 | |
| Total | 2 | 522.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lumint Corporation
✚
|
MA | 0.5 |
|
EFG Asset Management North America Corp
✚
|
OR | 0.5 |
|
Tavira Financial Limited
✚
|
0.5 | |
|
FCA Partners LLC
✚
|
NC | 0.5 |
|
Bridger Investment Partners LLC
✚
|
NY | 0.5 |
|
Sherbrooke Park Advisers LLC
✚
|
NY | 0.5 |
|
Root Capital - Gesto de Recursos LTDA
✚
|
0.5 | |
|
337 Frontier Capital LP
✚
|
NY | 0.5 |
|
Intervest Capital Partners LLC
✚
|
NY | 0.5 |
|
Graniteshares Advisors LLC
✚
|
NY | 0.5 |