Legeis Capital Advisors, LLC
● SEC registered since 2026CRD 332943SEC# 801-136113Great Neck, NY
Ranks #3,904 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$497.4M
Fund GAV
$497.4M
Private funds
3
Employees
1
Accounts
3
Location
Great Neck, NY
Legeis Capital Advisors, LLC assets under management
Legeis Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Great Neck, NY. The firm has been registered since 2026. It reports $497.4 million in regulatory assets under management and employs 1 people. Legeis Capital Advisors, LLC manages 3 private funds with combined gross assets of $497.4 million, including Breck SPV, LLC. By regulatory assets, it ranks 3,904 of 6,004 private fund managers.
Legeis Capital Advisors, LLC private funds
3 funds · $497.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Breck SPV, LLC | Other Private | $378.6M | — |
| Legeis Alpha Upsilon SPV, LLC | Other Private | $117M | — |
| Legeis Omicron Kappa SPV, LLC | Other Private | $1.8M | — |
Legeis Capital Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Legeis Capital Holdings, L.P. Control | Member | Over 75% | 2024 |
| Michael Eric Siegel Control | Cio And Ceo | Under 5% | 2024 |
| Tracy Aronson Schwartz Control | Coo & Cco | Under 5% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Legeis Capital Advisors, LLC manage?
Legeis Capital Advisors, LLC reports $497.4 million in regulatory assets under management on its Form ADV.
How many private funds does Legeis Capital Advisors, LLC manage?
Legeis Capital Advisors, LLC manages 3 private funds with combined gross assets of $497.4 million.
How many employees does Legeis Capital Advisors, LLC have?
Legeis Capital Advisors, LLC reports 1 employees.
Where is Legeis Capital Advisors, LLC located?
Legeis Capital Advisors, LLC is based in Great Neck, NY and has been SEC-registered since 2026.
Does Legeis Capital Advisors, LLC disclose fund performance?
Legeis Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Grace Avenue, Suite 100, Great Neck, NY 11021 |
| Phone | 516-329-9923 |
| Office hours | 9a.m.-5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$497.4MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
AUM vs fund managersTop 65%
Larger than 35% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$497.4Mregulatory AUM
Discretionary $497.4M