Legal Advantage Investments, Inc.
● SEC registered since 2020CRD 118131SEC# 801-119120
Reg. AUM
$275.3M
Employees
2
Accounts
165
Location
—
Legal Advantage Investments, Inc. assets under management
Legal Advantage Investments, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $275.3 million in regulatory assets under management and employs 2 people.
Legal Advantage Investments, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Mark Spector Control | President/Chief Compliance Officer | Over 75% | 1989 |
| Karen Ann Ammer | Administrative Assistant | Under 5% | 2005 |
Frequently asked questions
How much does Legal Advantage Investments, Inc. manage?
Legal Advantage Investments, Inc. reports $275.3 million in regulatory assets under management on its Form ADV.
How many employees does Legal Advantage Investments, Inc. have?
Legal Advantage Investments, Inc. reports 2 employees.
Does Legal Advantage Investments, Inc. disclose fund performance?
Legal Advantage Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 650-714-5989 |
| Office hours | 9:30 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1841769 |
| Discloses disciplinary history | No |
Regulatory AUM
$275.3M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$275.3Mregulatory AUM
Discretionary $275.3M