Legal Advantage Investments Inc

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Assets, Funds, Holdings

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Legal Advantage Investments Inc
CRD #118131
SEC #801-119120
CIK #0001841769
AUM $201.8 MM (2024-07-11)
Employees 2 (50% Investors, 0% Brokers)
Phone650-949-4939
Address26625 St Francis Road
Los Altos Hills, CA 94022-2005
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2502001501005002006201220182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
VSEC 465.8 11.9
FI 8.4
TDG 29,082.9 8.1
MSFT 1,918,222.4 6.9
ADBE 172,760.2 6.2
AMZN 1,092,997.8 5.7
DIS 174,716.7 5.4
TYL 13,860.5 5.1
INTU 108,963.5 5.0
SCHW 121,688.8 4.6
View All
Holdings by Sector ($MM)
180144108723602020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 5 3.9
(b) Individuals (high net worth individuals) 24 193.8
(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 0.0
(h) Charitable organizations 1 4.1
(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 155 201.8
By Discretionary
Discretionary 155 201.8
Non-Discretionary 0 0.0
Total 155 201.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 201.8
Total 155 201.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001841769]
Comparable Firms State AUM ($BB)
Guidestream Financial Inc
MI 0.2
Capitol Financial Consultants Inc
VA 0.2
Eagle Bluffs Wealth Management LLC
MO 0.2
Keating Wealth Management LLC
CO 0.2
Luminvest Wealth Management LLC
AZ 0.2
Ridge Creek Global Inc
OH 0.2
Pillar Wealth Management LLC
FL 0.2
Guardian Wealth Management Inc
TN 0.2
Garland Capital Management Inc
WA 0.2
Red Spruce Capital LLC
PA 0.2
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