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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legal Advantage Investments Inc
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|---|---|
| CRD # | 118131 |
| SEC # | 801-119120 |
| CIK # | 0001841769 |
| AUM | $234.4 M (2025-03-03) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 650-949-4939 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fiserv Inc | 10.0 | ||
| Transdigm Group Inc | 9.9 | ||
| Walt Disney Co | 8.5 | ||
| Amazon Com Inc | 7.8 | ||
| VSE Corp | 7.6 | ||
| Microsoft Corp | 7.5 | ||
| Elbit Systems Ltd | 6.7 | ||
| Palantir Technologies Inc | 6.2 | ||
| Schwab Charles Corp | 6.1 | ||
| Veeva Systems Inc | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 2.0 |
| (b) Individuals (high net worth individuals) | 25 | 228.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 165 | 234.4 |
| By Discretionary | ||
| Discretionary | 165 | 234.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 165 | 234.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.4 | |
| Total | 165 | 234.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001841769] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Casilio Leitch Investments LLC
✚
|
CA | 0.2 |
|
Key Group Management Inc
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|
AZ | 0.2 |
|
Citadel Investment Advisory Inc
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|
0.2 | |
|
Reliant Investment Partners LLC
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|
NC | 0.2 |
|
FFP Wealth Management LLC
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|
MN | 0.2 |
|
Holistic Wealth Advisors
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|
NY | 0.2 |
|
CornerStone Select Advisors LLC
✚
|
MO | 0.2 |
|
Diamant Asset Management Inc
✚
|
CT | 0.2 |
|
Diversified Resources LLC
✚
|
RI | 0.2 |
|
Legacy Wealth Management Group Inc
✚
|
VA | 0.2 |