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LEEB Capital Management Inc
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CRD # | 104793 |
SEC # | 801-4565 |
CIK # | 0001011262 |
AUM | $92.2 MM (2024-02-12) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 212-653-1504 |
Address | 40 West 37th Street New York, NY 10018 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 39 | 15.7 |
(b) Individuals (high net worth individuals) | 21 | 75.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.1 |
(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 | 108 | 92.2 |
By Discretionary | ||
Discretionary | 107 | 86.6 |
Non-Discretionary | 1 | 5.6 |
Total | 108 | 92.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 92.2 | |
Total | 108 | 92.2 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001011262] |
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---|---|---|
Hegarty Advisors LLC
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|
NY | 0.1 |
KUTZ and Company Inc
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|
NY | 0.1 |
Werlemann Securities LLC
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Kahn Financial Group Inc
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Canaccord Genuity Wealth Management USA Inc
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|
0.1 | |
Portland Financial Advisors Inc
✚
|
NY | 0.1 |
James Scott S Co
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|
VA | 0.1 |
Wells Global Investment Advisers LLC
✚
|
FL | 0.1 |
Fortis Private Wealth Advisors LLC
✚
|
FL | 0.1 |
Elemental Capital Partners LLC
✚
|
CA | 0.1 |