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| Leisure Capital Management Inc
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|---|---|
| CRD # | 120374 |
| SEC # | 801-61416 |
| CIK # | 0001631507 |
| AUM | 874.0 M (2026-03-24) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 714-384-4050 |
| Address | 650 Town Center Dr Costa Mesa, CA 92626-1989 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 36.4 | ||
| Sabra Health Care REIT Inc | 12.7 | ||
| Microsoft Corp | 8.9 | ||
| Costco Wholesale Corp /NEW | 6.2 | ||
| J P Morgan Chase & Co | 5.3 | ||
| Broadcom Inc | 5.2 | ||
| Seagate Technology PLC | 5.1 | ||
| Alphabet Inc | 5.0 | ||
| Alphabet Inc | 4.5 | ||
| Nvidia Corp | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 117.9 |
| (b) Individuals (high net worth individuals) | 169 | 727.6 |
| (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 | 10 | 28.5 |
| (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 | 349 | 874.0 |
| By Discretionary | ||
| Discretionary | 349 | 874.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 349 | 874.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 874.0 | |
| Total | 349 | 874.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001631507] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 10 |
| Serves | Institutional, Retail |
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