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| Legal Advantage Investments Inc
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|---|---|
| CRD # | 118131 |
| SEC # | 801-119120 |
| CIK # | 0001841769 |
| AUM | 275.3 M (2026-03-17) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-714-5989 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001841769 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ASML Holding NV | 12.3 | ||
| Elbit Systems Ltd | 11.1 | ||
| Transdigm Group Inc | 10.6 | ||
| VSE Corp | 10.5 | ||
| Palo Alto Networks Inc | 10.5 | ||
| Amazon Com Inc | 8.9 | ||
| Applied Materials Inc /DE | 8.7 | ||
| Microsoft Corp | 6.4 | ||
| Schwab Charles Corp | 6.1 | ||
| Walt Disney Co | 5.8 | ||
| Nvidia Corp | 5.0 | ||
| Thermo Fisher Scientific Inc | 4.9 | ||
| Palantir Technologies Inc | 4.9 | ||
| United Technologies Corp /DE/ | 4.7 | ||
| CM Life Sciences Inc | 4.6 | ||
| Boeing Co | 4.3 | ||
| Apple Inc | 4.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.1 | ||
| Fiserv Inc | 4.1 | ||
| Applovin Corp | 4.1 | ||
| MercadoLibre Inc | 3.9 | ||
| Veeva Systems Inc | 3.5 | ||
| Idexx Laboratories Inc /DE | 3.3 | ||
| Moderna Inc | 3.3 | ||
| Alphabet Inc | 3.3 | ||
| Facebook Inc | 3.2 | ||
| Northrop Grumman Corp /DE/ | 3.1 | ||
| Grail Inc | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 2.3 |
| (b) Individuals (high net worth individuals) | 24 | 268.7 |
| (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 | 4.3 |
| (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 | 275.3 |
| By Discretionary | ||
| Discretionary | 165 | 275.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 165 | 275.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.3 | |
| Total | 165 | 275.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001841769] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dominion Portfolio Management Inc
✚
|
TX | 277.1 M |
|
Wilmington Capital Securities LLC
✚
|
NY | 277.1 M |
|
Simplifi Inc
✚
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CA | 276.1 M |
|
RIA Services LLC
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WI | 276.1 M |
|
Strauss Wealth Advising Inc
✚
|
AL | 276.0 M |
|
Tradewell Securities LLC
✚
|
IN | 275.8 M |
|
Charter Research & Investment Group Inc
✚
|
CT | 275.1 M |
|
Ouellette Wealth Advisory LLC
✚
|
MA | 274.4 M |
|
Udine Wealth Management Inc
✚
|
273.9 M | |
|
TrueWealth Financial Partners LLC
✚
|
WA | 273.7 M |