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| Legeis Capital Advisors LLC
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|---|---|
| CRD # | 332943 |
| SEC # | 801-136113 |
| CIK # | |
| AUM | 497.4 M (2026-04-07) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-329-9923 |
| Address | 3 Grace Avenue Great Neck, NY 11021 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Breck SPV LLC | 2026-03-31 | 378.6 M | |
| Other | Legeis Omicron Kappa SPV LLC | 2026-03-31 | 1.8 M | |
| Other | Legeis Alpha Upsilon SPV LLC | [2024-08-26] | 117.0 M | |
| Filed 2024-06-27 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 3 | 497.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 3 | 497.4 |
| By Discretionary | ||
| Discretionary | 3 | 497.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 497.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 497.4 | |
| Total | 3 | 497.4 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Siegel | Executive Officer | 8 | 4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
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