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Legal Advantage Investments Inc
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CRD # | 118131 |
SEC # | 801-119120 |
CIK # | 0001841769 |
AUM | $201.8 MM (2024-07-11) |
Employees | 2 (50% Investors, 0% Brokers) |
Phone | 650-949-4939 |
Address | 26625 St Francis Road Los Altos Hills, CA 94022-2005 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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
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|
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 |