Leisure Capital Management, Inc.
● SEC registered since 2002CRD 120374SEC# 801-61416Costa Mesa, CA
Reg. AUM
$874M
Employees
10
Accounts
349
Location
Costa Mesa, CA
Leisure Capital Management, Inc. assets under management
Leisure Capital Management, Inc. operates as an SEC-registered investment adviser based in Costa Mesa, CA. The firm has been registered since 2002. It reports $874 million in regulatory assets under management and employs 10 people.
Leisure Capital Management, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Porter Leisure Control | Co-Trustee Of The Leisure Family Trust Dated 05/19/1995 | 50-75% | 2002 |
| Gideon Samuel Bernstein Control | Secretary/Board Of Directors (since 2011), Co-Trustee Of The Bernstein Family Trust Dated 12/17/2010 (since 2014) | 10-25% | 2011 |
| Jeanne Ellen Pepper Control | Co-Trustee Of The Bernstein Family Trust Dated 12/17/2010 | 10-25% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Leisure Capital Management, Inc. manage?
Leisure Capital Management, Inc. reports $874 million in regulatory assets under management on its Form ADV.
How many employees does Leisure Capital Management, Inc. have?
Leisure Capital Management, Inc. reports 10 employees.
Where is Leisure Capital Management, Inc. located?
Leisure Capital Management, Inc. is based in Costa Mesa, CA and has been SEC-registered since 2002.
Does Leisure Capital Management, Inc. disclose fund performance?
Leisure Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 650 Town Center Dr., Suite 880, Costa Mesa, CA 92626-1989 |
| Phone | (714) 384-4050 |
| Fax | (714) 384-4051 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1631507 |
| Discloses disciplinary history | No |
Regulatory AUM
$874M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$874Mregulatory AUM
Discretionary $874M