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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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
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|---|---|---|
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Guidestream Financial Inc
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|
MI | 0.2 |
|
Capitol Financial Consultants Inc
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VA | 0.2 |
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CO | 0.2 |
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Luminvest Wealth Management LLC
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AZ | 0.2 |
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OH | 0.2 |
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Pillar Wealth Management LLC
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FL | 0.2 |
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Guardian Wealth Management Inc
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TN | 0.2 |
|
Garland Capital Management Inc
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WA | 0.2 |
|
Red Spruce Capital LLC
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PA | 0.2 |